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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 | $99,956 | $102,393-2.4% | $147,041-32.0% | $80,911+23.5% |
| Participation rate | 85.7% | 75.9%+9.9pp | 82.2%+3.5pp | 67.6%+18.1pp |
| Annual return | 14.41% | 134.95%-120.5pp | 419.21%-404.8pp | 35.63%-21.2pp |
| Employer contribution / active EE | $0 | $3,715-100.0% | $4,935-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $0 | $6,647-100.0% | $8,071-100.0% | $4,297-100.0% |
| Admin fee / account holder | $5,404 | $7,943-32.0% | $13,006-58.4% | $6,935-22.1% |