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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 | $78,548 | $158,852-50.6% | $121,220-35.2% | $135,380-42.0% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.8%+28.2pp | 82.6%+17.4pp |
| Annual return | -7.84% | -0.64%-7.2pp | 16.94%-24.8pp | 519.81%-527.6pp |
| Employer contribution / active EE | $16,918 | $5,666+198.6% | $4,023+320.6% | $4,779+254.0% |
| Participant deferral / active EE | $14,710 | $4,006+267.2% | $3,345+339.7% | $5,609+162.3% |
| Admin fee / account holder | $9,684 | $6,515+48.7% | $5,021+92.9% | $10,828-10.6% |