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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 | $23,751 | $99,032-76.0% | $80,022-70.3% | $135,379-82.5% |
| Participation rate | 88.9% | 78.4%+10.5pp | 75.8%+13.1pp | 82.6%+6.2pp |
| Annual return | -1.72% | 15.39%-17.1pp | 11.22%-12.9pp | 519.79%-521.5pp |
| Employer contribution / active EE | $2,629 | $3,043-13.6% | $2,468+6.5% | $4,779-45.0% |
| Participant deferral / active EE | $9,212 | $4,282+115.1% | $3,686+149.9% | $5,609+64.2% |
| Admin fee / account holder | $6,949 | $10,436-33.4% | $6,521+6.6% | $10,828-35.8% |