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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 | $57,005 | $211,946-73.1% | $169,452-66.4% | $135,380-57.9% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -4.45% | 3.26%-7.7pp | 1.83%-6.3pp | 519.81%-524.3pp |
| Employer contribution / active EE | $1,669 | $5,117-67.4% | $4,157-59.9% | $4,779-65.1% |
| Participant deferral / active EE | $1,632 | $6,075-73.1% | $5,277-69.1% | $5,609-70.9% |
| Admin fee / account holder | $5,884 | $11,472-48.7% | $9,110-35.4% | $10,828-45.7% |