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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 | $35,962 | $69,541-48.3% | $59,899-40.0% | $135,380-73.4% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | -5.71% | 7.95%-13.7pp | 3.46%-9.2pp | 519.81%-525.5pp |
| Employer contribution / active EE | $8,892 | $3,236+174.8% | $2,723+226.6% | $4,779+86.1% |
| Participant deferral / active EE | $10,332 | $4,206+145.7% | $3,402+203.7% | $5,609+84.2% |
| Admin fee / account holder | $1,703 | $5,737-70.3% | $3,592-52.6% | $10,828-84.3% |