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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 | $69,710 | $138,076-49.5% | $123,553-43.6% | $135,380-48.5% |
| Participation rate | 75.0% | 84.7%-9.7pp | 82.3%-7.3pp | 82.6%-7.6pp |
| Annual return | -4.74% | 153.70%-158.4pp | 119.21%-123.9pp | 519.81%-524.5pp |
| Employer contribution / active EE | $3,679 | $5,152-28.6% | $4,628-20.5% | $4,779-23.0% |
| Participant deferral / active EE | $6,880 | $6,800+1.2% | $6,426+7.1% | $5,609+22.7% |
| Admin fee / account holder | $24,173 | $10,917+121.4% | $9,284+160.4% | $10,828+123.2% |