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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 | $71,618 | $90,590-20.9% | $90,782-21.1% | $135,380-47.1% |
| Participation rate | 93.3% | 83.7%+9.6pp | 82.7%+10.7pp | 82.6%+10.7pp |
| Annual return | -6.37% | -3.40%-3.0pp | -3.42%-2.9pp | 519.81%-526.2pp |
| Employer contribution / active EE | $0 | $4,352-100.0% | $4,105-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $0 | $5,407-100.0% | $5,366-100.0% | $5,609-100.0% |
| Admin fee / account holder | $1,228 | $7,683-84.0% | $5,908-79.2% | $10,828-88.7% |