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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 | $29,032 | $127,096-77.2% | $105,736-72.5% | $135,380-78.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 76.3%+23.7pp | 82.6%+17.4pp |
| Annual return | -0.81% | 4.49%-5.3pp | 6.27%-7.1pp | 519.81%-520.6pp |
| Employer contribution / active EE | $5,332 | $4,107+29.8% | $3,268+63.1% | $4,779+11.6% |
| Participant deferral / active EE | $7,289 | $5,064+43.9% | $4,080+78.6% | $5,609+29.9% |
| Admin fee / account holder | $31,333 | $9,087+244.8% | $6,913+353.3% | $10,828+189.4% |