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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 | $112,022 | $105,861+5.8% | $90,756+23.4% | $134,509-16.7% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -13.23% | -10.99%-2.2pp | -12.16%-1.1pp | 418.13%-431.4pp |
| Employer contribution / active EE | $4,611 | $3,463+33.1% | $2,922+57.8% | $4,741-2.7% |
| Participant deferral / active EE | $16,655 | $5,217+219.3% | $4,565+264.9% | $6,400+160.2% |
| Admin fee / account holder | $32,492 | $13,938+133.1% | $8,445+284.7% | $11,427+184.4% |