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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 | $34,190 | $43,730-21.8% | $121,220-71.8% | $64,173-46.7% |
| Participation rate | 98.4% | 58.3%+40.1pp | 71.8%+26.7pp | 69.6%+28.9pp |
| Annual return | -2.77% | 68.94%-71.7pp | 16.94%-19.7pp | 7.63%-10.4pp |
| Employer contribution / active EE | $0 | $1,297-100.0% | $4,023-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $0 | $2,281-100.0% | $3,345-100.0% | $3,470-100.0% |
| Admin fee / account holder | $2,469 | $3,502-29.5% | $5,021-50.8% | $4,887-49.5% |