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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 | $85,127 | $56,054+51.9% | $171,082-50.2% | $62,881+35.4% |
| Participation rate | 96.3% | 62.9%+33.4pp | 76.7%+19.6pp | 69.3%+27.0pp |
| Annual return | 60.05% | 22.52%+37.5pp | 32.56%+27.5pp | 20.14%+39.9pp |
| Employer contribution / active EE | $0 | $1,731-100.0% | $4,002-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $0 | $3,158-100.0% | $4,797-100.0% | $3,203-100.0% |
| Admin fee / account holder | $1,857 | $3,647-49.1% | $8,520-78.2% | $4,296-56.8% |