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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 | $44,179 | $138,102-68.0% | $125,381-64.8% | $134,532-67.2% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | -16.60% | 750.73%-767.3pp | 572.31%-588.9pp | 418.27%-434.9pp |
| Employer contribution / active EE | $4,980 | $5,245-5.1% | $4,815+3.4% | $4,741+5.0% |
| Participant deferral / active EE | $6,485 | $7,801-16.9% | $7,448-12.9% | $6,401+1.3% |
| Admin fee / account holder | $685 | $11,568-94.1% | $10,007-93.2% | $11,429-94.0% |