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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 | $118,747 | $97,020+22.4% | $83,327+42.5% | $135,380-12.3% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -4.11% | 12.31%-16.4pp | 10.64%-14.7pp | 519.81%-523.9pp |
| Employer contribution / active EE | $15,154 | $4,144+265.7% | $3,379+348.5% | $4,779+217.1% |
| Participant deferral / active EE | $12,009 | $5,964+101.4% | $5,565+115.8% | $5,609+114.1% |
| Admin fee / account holder | $1,702 | $8,426-79.8% | $7,540-77.4% | $10,828-84.3% |