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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 | $68,789 | $167,522-58.9% | $151,639-54.6% | $134,532-48.9% |
| Participation rate | 85.7% | 88.4%-2.7pp | 87.5%-1.8pp | 81.2%+4.5pp |
| Annual return | -17.91% | 7.81%-25.7pp | 3.34%-21.2pp | 418.27%-436.2pp |
| Employer contribution / active EE | $9,211 | $6,828+34.9% | $6,165+49.4% | $4,741+94.3% |
| Participant deferral / active EE | $8,958 | $8,986-0.3% | $8,363+7.1% | $6,401+39.9% |
| Admin fee / account holder | $10,666 | $13,780-22.6% | $11,613-8.2% | $11,429-6.7% |