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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 | $108,527 | $177,353-38.8% | $158,226-31.4% | $198,609-45.4% |
| Participation rate | 85.7% | 77.0%+8.7pp | 74.8%+10.9pp | 82.4%+3.3pp |
| Annual return | 12.19% | 599.50%-587.3pp | 501.41%-489.2pp | 202.70%-190.5pp |
| Employer contribution / active EE | $0 | $3,239-100.0% | $2,986-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $0 | $4,615-100.0% | $4,317-100.0% | $6,977-100.0% |
| Admin fee / account holder | $8,781 | $10,960-19.9% | $10,217-14.0% | $19,030-53.9% |