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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 | $139,729 | $289,211-51.7% | $260,467-46.4% | $198,609-29.6% |
| Participation rate | 87.5% | 83.1%+4.4pp | 80.5%+7.0pp | 82.4%+5.1pp |
| Annual return | 4.73% | 112.90%-108.2pp | 100.60%-95.9pp | 202.70%-198.0pp |
| Employer contribution / active EE | $0 | $4,663-100.0% | $4,239-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $0 | $6,812-100.0% | $6,319-100.0% | $6,977-100.0% |
| Admin fee / account holder | $42,334 | $16,236+160.7% | $15,461+173.8% | $19,030+122.5% |