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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 | $136,725 | $63,346+115.8% | $92,240+48.2% | $70,126+95.0% |
| Participation rate | 95.2% | 68.7%+26.6pp | 76.5%+18.8pp | 69.5%+25.7pp |
| Annual return | 36.78% | 530.19%-493.4pp | 176.29%-139.5pp | 73.15%-36.4pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,680-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $0 | $2,854-100.0% | $3,897-100.0% | $3,332-100.0% |
| Admin fee / account holder | $2,909 | $3,841-24.3% | $5,194-44.0% | $4,645-37.4% |