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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 | $53,374 | $167,352-68.1% | $143,788-62.9% | $134,509-60.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -13.73% | 0.47%-14.2pp | -0.03%-13.7pp | 418.13%-431.9pp |
| Employer contribution / active EE | $1,321 | $5,620-76.5% | $4,952-73.3% | $4,741-72.1% |
| Participant deferral / active EE | $3,457 | $6,447-46.4% | $5,638-38.7% | $6,400-46.0% |
| Admin fee / account holder | $11,927 | $18,091-34.1% | $14,675-18.7% | $11,427+4.4% |