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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 | $35,188 | $69,518-49.4% | $59,883-41.2% | $135,382-74.0% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | -5.33% | 7.95%-13.3pp | 3.46%-8.8pp | 519.77%-525.1pp |
| Employer contribution / active EE | $0 | $3,235-100.0% | $2,722-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,092 | $4,204-74.0% | $3,402-67.9% | $5,609-80.5% |
| Admin fee / account holder | $878 | $5,734-84.7% | $3,591-75.6% | $10,829-91.9% |