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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 | $97,385 | $105,861-8.0% | $90,756+7.3% | $134,509-27.6% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -8.02% | -10.99%+3.0pp | -12.16%+4.1pp | 418.13%-426.2pp |
| Employer contribution / active EE | $0 | $3,463-100.0% | $2,922-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $4,704 | $5,217-9.8% | $4,565+3.0% | $6,400-26.5% |
| Admin fee / account holder | $30,160 | $13,938+116.4% | $8,445+257.1% | $11,427+163.9% |