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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 | $52,512 | $105,867-50.4% | $90,760-42.1% | $134,532-61.0% |
| Participation rate | 86.7% | 78.3%+8.4pp | 75.7%+11.0pp | 81.2%+5.4pp |
| Annual return | -17.18% | -10.99%-6.2pp | -12.16%-5.0pp | 418.27%-435.4pp |
| Employer contribution / active EE | $1,169 | $3,464-66.3% | $2,922-60.0% | $4,741-75.3% |
| Participant deferral / active EE | $14,590 | $5,217+179.6% | $4,565+219.6% | $6,401+127.9% |
| Admin fee / account holder | $1,924 | $13,936-86.2% | $8,444-77.2% | $11,429-83.2% |