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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 | $92,173 | $69,518+32.6% | $59,887+53.9% | $135,379-31.9% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | -3.63% | 7.95%-11.6pp | 3.46%-7.1pp | 519.79%-523.4pp |
| Employer contribution / active EE | $14,386 | $3,235+344.7% | $2,722+428.4% | $4,779+201.0% |
| Participant deferral / active EE | $5,077 | $4,204+20.8% | $3,402+49.2% | $5,609-9.5% |
| Admin fee / account holder | $15,508 | $5,734+170.4% | $3,591+331.8% | $10,828+43.2% |