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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 | $112,131 | $105,867+5.9% | $90,760+23.5% | $134,532-16.7% |
| Participation rate | 87.5% | 78.3%+9.2pp | 75.7%+11.8pp | 81.2%+6.3pp |
| Annual return | -16.95% | -10.99%-6.0pp | -12.16%-4.8pp | 418.27%-435.2pp |
| Employer contribution / active EE | $3,652 | $3,464+5.4% | $2,922+25.0% | $4,741-23.0% |
| Participant deferral / active EE | $10,468 | $5,217+100.7% | $4,565+129.3% | $6,401+63.5% |
| Admin fee / account holder | $2,129 | $13,936-84.7% | $8,444-74.8% | $11,429-81.4% |