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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 | $48,099 | $69,541-30.8% | $59,899-19.7% | $135,380-64.5% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | -3.65% | 7.95%-11.6pp | 3.46%-7.1pp | 519.81%-523.5pp |
| Employer contribution / active EE | $2,574 | $3,236-20.5% | $2,723-5.5% | $4,779-46.1% |
| Participant deferral / active EE | $2,598 | $4,206-38.2% | $3,402-23.6% | $5,609-53.7% |
| Admin fee / account holder | $2,999 | $5,737-47.7% | $3,592-16.5% | $10,828-72.3% |