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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 | $64,467 | $93,098-30.8% | $77,081-16.4% | $134,509-52.1% |
| Participation rate | 87.5% | 74.5%+13.0pp | 67.9%+19.6pp | 81.2%+6.3pp |
| Annual return | -18.14% | 62.63%-80.8pp | 42.33%-60.5pp | 418.13%-436.3pp |
| Employer contribution / active EE | $3,317 | $3,419-3.0% | $2,813+17.9% | $4,741-30.0% |
| Participant deferral / active EE | $5,401 | $5,239+3.1% | $4,428+22.0% | $6,400-15.6% |
| Admin fee / account holder | $9,281 | $6,945+33.6% | $5,427+71.0% | $11,427-18.8% |