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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 | $189,544 | $92,743+104.4% | $82,744+129.1% | $134,532+40.9% |
| Participation rate | 75.0% | 75.2%-0.2pp | 72.6%+2.4pp | 81.2%-6.2pp |
| Annual return | -14.48% | 946.63%-961.1pp | 702.22%-716.7pp | 418.27%-432.7pp |
| Employer contribution / active EE | $14,508 | $3,273+343.3% | $3,008+382.3% | $4,741+206.0% |
| Participant deferral / active EE | $14,736 | $4,802+206.9% | $4,395+235.3% | $6,401+130.2% |
| Admin fee / account holder | $34,760 | $5,977+481.5% | $5,325+552.8% | $11,429+204.1% |