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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 | $96,638 | $154,193-37.3% | $130,045-25.7% | $139,466-30.7% |
| Participation rate | 76.9% | 82.0%-5.0pp | 78.5%-1.6pp | 80.3%-3.4pp |
| Annual return | 18.80% | 32.51%-13.7pp | -137.30%+156.1pp | 373.66%-354.9pp |
| Employer contribution / active EE | $1,875 | $5,292-64.6% | $4,321-56.6% | $4,754-60.6% |
| Participant deferral / active EE | $6,635 | $6,709-1.1% | $5,820+14.0% | $6,712-1.2% |
| Admin fee / account holder | $30,706 | $13,989+119.5% | $10,600+189.7% | $11,409+169.1% |