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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 | $11,746 | $133,981-91.2% | $112,249-89.5% | $134,532-91.3% |
| Participation rate | 85.0% | 78.6%+6.4pp | 75.1%+9.9pp | 81.2%+3.8pp |
| Annual return | -15.08% | 47.16%-62.2pp | 27.48%-42.6pp | 418.27%-433.3pp |
| Employer contribution / active EE | $0 | $4,040-100.0% | $3,636-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $0 | $5,292-100.0% | $4,729-100.0% | $6,401-100.0% |
| Admin fee / account holder | $4,497 | $7,492-40.0% | $6,412-29.9% | $11,429-60.7% |