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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 | $89,545 | $133,981-33.2% | $112,249-20.2% | $134,532-33.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -16.03% | 47.16%-63.2pp | 27.48%-43.5pp | 418.27%-434.3pp |
| Employer contribution / active EE | $5,070 | $4,040+25.5% | $3,636+39.4% | $4,741+6.9% |
| Participant deferral / active EE | $28,800 | $5,292+444.2% | $4,729+509.0% | $6,401+349.9% |
| Admin fee / account holder | $498 | $7,492-93.4% | $6,412-92.2% | $11,429-95.6% |