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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 | $20,568 | $97,020-78.8% | $83,327-75.3% | $135,380-84.8% |
| Participation rate | 92.9% | 80.4%+12.4pp | 77.8%+15.1pp | 82.6%+10.2pp |
| Annual return | -6.40% | 12.31%-18.7pp | 10.64%-17.0pp | 519.81%-526.2pp |
| Employer contribution / active EE | $3,778 | $4,144-8.8% | $3,379+11.8% | $4,779-20.9% |
| Participant deferral / active EE | $4,166 | $5,964-30.2% | $5,565-25.2% | $5,609-25.7% |
| Admin fee / account holder | $4,749 | $8,426-43.6% | $7,540-37.0% | $10,828-56.1% |