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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 | $77,453 | $175,646-55.9% | $129,118-40.0% | $134,532-42.4% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.2%+22.8pp | 81.2%+18.8pp |
| Annual return | -16.41% | -11.39%-5.0pp | -10.94%-5.5pp | 418.27%-434.7pp |
| Employer contribution / active EE | $7,625 | $6,355+20.0% | $5,051+50.9% | $4,741+60.8% |
| Participant deferral / active EE | $13,500 | $7,970+69.4% | $6,539+106.5% | $6,401+110.9% |
| Admin fee / account holder | $1,137 | $23,578-95.2% | $14,305-92.1% | $11,429-90.1% |