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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 | $35,666 | $93,117-61.7% | $77,096-53.7% | $134,532-73.5% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -18.36% | 62.67%-81.0pp | 42.35%-60.7pp | 418.27%-436.6pp |
| Employer contribution / active EE | $6,667 | $3,420+94.9% | $2,814+136.9% | $4,741+40.6% |
| Participant deferral / active EE | $0 | $5,241-100.0% | $4,429-100.0% | $6,401-100.0% |
| Admin fee / account holder | $557 | $6,948-92.0% | $5,428-89.7% | $11,429-95.1% |