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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 | $90,767 | $157,276-42.3% | $141,177-35.7% | $152,885-40.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 20.08% | 64.33%-44.3pp | 71.40%-51.3pp | 345.39%-325.3pp |
| Employer contribution / active EE | $0 | $5,262-100.0% | $4,736-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $22,000 | $7,110+209.4% | $6,710+227.9% | $5,851+276.0% |
| Admin fee / account holder | $787 | $12,123-93.5% | $10,263-92.3% | $11,598-93.2% |