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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 | $58,359 | $67,396-13.4% | $60,919-4.2% | $134,545-56.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -10.37% | 50.12%-60.5pp | 16.96%-27.3pp | 418.37%-428.7pp |
| Employer contribution / active EE | $9,377 | $3,101+202.4% | $2,704+246.8% | $4,742+97.8% |
| Participant deferral / active EE | $4,535 | $4,5340% | $3,814+18.9% | $6,401-29.2% |
| Admin fee / account holder | $3,160 | $4,590-31.2% | $3,228-2.1% | $11,431-72.4% |