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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 | $16,289 | $133,981-87.8% | $112,249-85.5% | $134,532-87.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -16.97% | 47.16%-64.1pp | 27.48%-44.5pp | 418.27%-435.2pp |
| Employer contribution / active EE | $7,371 | $4,040+82.5% | $3,636+102.7% | $4,741+55.5% |
| Participant deferral / active EE | $12,186 | $5,292+130.3% | $4,729+157.7% | $6,401+90.4% |
| Admin fee / account holder | $1,126 | $7,492-85.0% | $6,412-82.4% | $11,429-90.1% |