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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,408 | $91,179+26.6% | $178,499-35.3% | $79,852+44.5% |
| Participation rate | 89.8% | 69.2%+20.6pp | 81.9%+7.9pp | 69.6%+20.2pp |
| Annual return | 65.91% | 24.19%+41.7pp | 151.10%-85.2pp | 31.72%+34.2pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $0 | $3,236-100.0% | $5,202-100.0% | $3,740-100.0% |
| Admin fee / account holder | $7,648 | $6,749+13.3% | $13,986-45.3% | $5,306+44.1% |