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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 | $241,869 | $155,833+55.2% | $124,693+94.0% | $167,536+44.4% |
| Participation rate | 87.5% | 81.1%+6.4pp | 74.6%+12.9pp | 82.1%+5.4pp |
| Annual return | 10.19% | 17.98%-7.8pp | 5144.19%-5134.0pp | 478.82%-468.6pp |
| Employer contribution / active EE | $0 | $4,164-100.0% | $3,324-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $0 | $5,675-100.0% | $4,615-100.0% | $6,342-100.0% |
| Admin fee / account holder | $4,132 | $9,534-56.7% | $7,494-44.9% | $12,315-66.4% |