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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 | $25,214 | $138,075-81.7% | $123,552-79.6% | $135,379-81.4% |
| Participation rate | 75.0% | 84.7%-9.7pp | 82.3%-7.3pp | 82.6%-7.6pp |
| Annual return | -6.34% | 153.70%-160.0pp | 119.20%-125.5pp | 519.79%-526.1pp |
| Employer contribution / active EE | $1,089 | $5,152-78.9% | $4,628-76.5% | $4,779-77.2% |
| Participant deferral / active EE | $9,985 | $6,800+46.8% | $6,426+55.4% | $5,609+78.0% |
| Admin fee / account holder | $795 | $10,917-92.7% | $9,285-91.4% | $10,828-92.7% |