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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 | $45,850 | $87,016-47.3% | $63,244-27.5% | $125,388-63.4% |
| Participation rate | 75.0% | 77.1%-2.1pp | 71.0%+4.0pp | 83.2%-8.2pp |
| Annual return | -1.79% | 21.71%-23.5pp | -70.31%+68.5pp | 282.24%-284.0pp |
| Employer contribution / active EE | $0 | $3,601-100.0% | $2,322-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $0 | $3,939-100.0% | $2,953-100.0% | $5,352-100.0% |
| Admin fee / account holder | $3,182 | $11,954-73.4% | $5,893-46.0% | $9,541-66.6% |