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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 | $29,268 | $142,392-79.4% | $119,622-75.5% | $134,532-78.2% |
| Participation rate | 78.6% | 82.8%-4.3pp | 79.3%-0.7pp | 81.2%-2.7pp |
| Annual return | -18.42% | -12.46%-6.0pp | -14.98%-3.4pp | 418.27%-436.7pp |
| Employer contribution / active EE | $0 | $5,224-100.0% | $4,232-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $0 | $6,467-100.0% | $5,601-100.0% | $6,401-100.0% |
| Admin fee / account holder | $42,898 | $13,593+215.6% | $10,328+315.4% | $11,429+275.4% |