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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 | $93,098-61.7% | $77,081-53.7% | $134,509-73.5% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -18.36% | 62.63%-81.0pp | 42.33%-60.7pp | 418.13%-436.5pp |
| Employer contribution / active EE | $6,667 | $3,419+95.0% | $2,813+137.0% | $4,741+40.6% |
| Participant deferral / active EE | $0 | $5,239-100.0% | $4,428-100.0% | $6,400-100.0% |
| Admin fee / account holder | $557 | $6,945-92.0% | $5,427-89.7% | $11,427-95.1% |