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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 | $40,511 | $142,361-71.5% | $119,608-66.1% | $134,509-69.9% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -15.59% | -12.46%-3.1pp | -14.98%-0.6pp | 418.13%-433.7pp |
| Employer contribution / active EE | $5,474 | $5,224+4.8% | $4,232+29.3% | $4,741+15.5% |
| Participant deferral / active EE | $16,206 | $6,468+150.5% | $5,601+189.3% | $6,400+153.2% |
| Admin fee / account holder | $29,238 | $13,588+115.2% | $10,326+183.2% | $11,427+155.9% |