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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 | $26,605 | $167,352-84.1% | $143,788-81.5% | $134,509-80.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -15.80% | 0.47%-16.3pp | -0.03%-15.8pp | 418.13%-433.9pp |
| Employer contribution / active EE | $6,921 | $5,620+23.2% | $4,952+39.8% | $4,741+46.0% |
| Participant deferral / active EE | $18,304 | $6,447+183.9% | $5,638+224.7% | $6,400+186.0% |
| Admin fee / account holder | $10,987 | $18,091-39.3% | $14,675-25.1% | $11,427-3.8% |