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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 | $65,528 | $127,096-48.4% | $105,736-38.0% | $135,380-51.6% |
| Participation rate | 87.5% | 82.7%+4.8pp | 76.3%+11.2pp | 82.6%+4.9pp |
| Annual return | -6.62% | 4.49%-11.1pp | 6.27%-12.9pp | 519.81%-526.4pp |
| Employer contribution / active EE | $0 | $4,107-100.0% | $3,268-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $0 | $5,064-100.0% | $4,080-100.0% | $5,609-100.0% |
| Admin fee / account holder | $1,036 | $9,087-88.6% | $6,913-85.0% | $10,828-90.4% |