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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 | $58,975 | $69,541-15.2% | $59,899-1.5% | $135,380-56.4% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | -6.27% | 7.95%-14.2pp | 3.46%-9.7pp | 519.81%-526.1pp |
| Employer contribution / active EE | $9,303 | $3,236+187.5% | $2,723+241.7% | $4,779+94.7% |
| Participant deferral / active EE | $25,173 | $4,206+498.5% | $3,402+639.8% | $5,609+348.8% |
| Admin fee / account holder | $453 | $5,737-92.1% | $3,592-87.4% | $10,828-95.8% |