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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 | $161,128 | $167,522-3.8% | $151,639+6.3% | $134,532+19.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -18.10% | 7.81%-25.9pp | 3.34%-21.4pp | 418.27%-436.4pp |
| Employer contribution / active EE | $1,998 | $6,828-70.7% | $6,165-67.6% | $4,741-57.9% |
| Participant deferral / active EE | $14,459 | $8,986+60.9% | $8,363+72.9% | $6,401+125.9% |
| Admin fee / account holder | $3,813 | $13,780-72.3% | $11,613-67.2% | $11,429-66.6% |