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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 | $93,954 | $69,541+35.1% | $59,899+56.9% | $135,380-30.6% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | -1.63% | 7.95%-9.6pp | 3.46%-5.1pp | 519.81%-521.4pp |
| Employer contribution / active EE | $0 | $3,236-100.0% | $2,723-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $6,671 | $4,206+58.6% | $3,402+96.1% | $5,609+18.9% |
| Admin fee / account holder | $2,480 | $5,737-56.8% | $3,592-31.0% | $10,828-77.1% |