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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 | $74,183 | $90,448-18.0% | $93,786-20.9% | $134,545-44.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 81.0%+19.0pp | 81.2%+18.8pp |
| Annual return | -14.32% | -15.71%+1.4pp | -11.32%-3.0pp | 418.37%-432.7pp |
| Employer contribution / active EE | $11,466 | $4,349+163.7% | $4,328+164.9% | $4,742+141.8% |
| Participant deferral / active EE | $0 | $5,983-100.0% | $6,100-100.0% | $6,401-100.0% |
| Admin fee / account holder | $11,175 | $9,232+21.0% | $7,184+55.5% | $11,431-2.2% |