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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 | $69,524 | $142,361-51.2% | $119,608-41.9% | $134,509-48.3% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -16.71% | -12.46%-4.2pp | -14.98%-1.7pp | 418.13%-434.8pp |
| Employer contribution / active EE | $7,496 | $5,224+43.5% | $4,232+77.1% | $4,741+58.1% |
| Participant deferral / active EE | $8,451 | $6,468+30.7% | $5,601+50.9% | $6,400+32.0% |
| Admin fee / account holder | $7,507 | $13,588-44.8% | $10,326-27.3% | $11,427-34.3% |