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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 | $92,687 | $90,448+2.5% | $93,786-1.2% | $134,545-31.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 81.0%+19.0pp | 81.2%+18.8pp |
| Annual return | -15.52% | -15.71%+0.2pp | -11.32%-4.2pp | 418.37%-433.9pp |
| Employer contribution / active EE | $1,727 | $4,349-60.3% | $4,328-60.1% | $4,742-63.6% |
| Participant deferral / active EE | $2,473 | $5,983-58.7% | $6,100-59.5% | $6,401-61.4% |
| Admin fee / account holder | $13,104 | $9,232+41.9% | $7,184+82.4% | $11,431+14.6% |