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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 | $103,463 | $53,162+94.6% | $91,225+13.4% | $68,495+51.1% |
| Participation rate | 76.0% | 63.2%+12.8pp | 73.2%+2.8pp | 67.9%+8.1pp |
| Annual return | -15.10% | -3.14%-12.0pp | 114.10%-129.2pp | -7.84%-7.3pp |
| Employer contribution / active EE | $0 | $1,709-100.0% | $2,851-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $0 | $2,974-100.0% | $4,234-100.0% | $4,028-100.0% |
| Admin fee / account holder | $2,137 | $4,493-52.4% | $5,422-60.6% | $5,403-60.5% |