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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 | $28,459 | $67,396-57.8% | $60,919-53.3% | $134,545-78.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -12.90% | 50.12%-63.0pp | 16.96%-29.9pp | 418.37%-431.3pp |
| Employer contribution / active EE | $2,429 | $3,101-21.7% | $2,704-10.2% | $4,742-48.8% |
| Participant deferral / active EE | $2,173 | $4,534-52.1% | $3,814-43.0% | $6,401-66.1% |
| Admin fee / account holder | $5,871 | $4,590+27.9% | $3,228+81.9% | $11,431-48.6% |