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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 | $74,255 | $90,590-18.0% | $90,782-18.2% | $135,379-45.2% |
| Participation rate | 84.6% | 83.7%+0.9pp | 82.7%+2.0pp | 82.6%+2.0pp |
| Annual return | -5.23% | -3.40%-1.8pp | -3.42%-1.8pp | 519.79%-525.0pp |
| Employer contribution / active EE | $0 | $4,352-100.0% | $4,105-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $0 | $5,407-100.0% | $5,366-100.0% | $5,609-100.0% |
| Admin fee / account holder | $445 | $7,683-94.2% | $5,908-92.5% | $10,828-95.9% |