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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 | $82,682 | $138,076-40.1% | $123,553-33.1% | $135,380-38.9% |
| Participation rate | 83.3% | 84.7%-1.4pp | 82.3%+1.0pp | 82.6%+0.7pp |
| Annual return | -5.61% | 153.70%-159.3pp | 119.21%-124.8pp | 519.81%-525.4pp |
| Employer contribution / active EE | $1,305 | $5,152-74.7% | $4,628-71.8% | $4,779-72.7% |
| Participant deferral / active EE | $6,699 | $6,800-1.5% | $6,426+4.3% | $5,609+19.4% |
| Admin fee / account holder | $6,270 | $10,917-42.6% | $9,284-32.5% | $10,828-42.1% |