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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 | $51,379 | $54,372-5.5% | $82,768-37.9% | $68,494-25.0% |
| Participation rate | 92.7% | 63.9%+28.8pp | 72.6%+20.1pp | 67.9%+24.8pp |
| Annual return | -18.87% | -13.67%-5.2pp | 702.70%-721.6pp | -7.86%-11.0pp |
| Employer contribution / active EE | $0 | $2,219-100.0% | $3,008-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $0 | $3,247-100.0% | $4,395-100.0% | $4,028-100.0% |
| Admin fee / account holder | $5,430 | $4,399+23.4% | $5,326+1.9% | $5,403+0.5% |