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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 | $28,717 | $167,352-82.8% | $143,788-80.0% | $134,509-78.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -14.68% | 0.47%-15.2pp | -0.03%-14.6pp | 418.13%-432.8pp |
| Employer contribution / active EE | $3,237 | $5,620-42.4% | $4,952-34.6% | $4,741-31.7% |
| Participant deferral / active EE | $5,260 | $6,447-18.4% | $5,638-6.7% | $6,400-17.8% |
| Admin fee / account holder | $943 | $18,091-94.8% | $14,675-93.6% | $11,427-91.7% |