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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 | $103,506 | $52,580+96.9% | $71,671+44.4% | $70,126+47.6% |
| Participation rate | 98.7% | 60.9%+37.8pp | 68.7%+30.0pp | 69.5%+29.2pp |
| Annual return | 54.39% | 20.25%+34.1pp | 20.65%+33.7pp | 73.15%-18.8pp |
| Employer contribution / active EE | $0 | $1,616-100.0% | $2,460-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $0 | $2,386-100.0% | $3,438-100.0% | $3,332-100.0% |
| Admin fee / account holder | $2,296 | $3,653-37.1% | $5,558-58.7% | $4,645-50.6% |