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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 | $19,953 | $190,879-89.5% | $160,009-87.5% | $134,532-85.2% |
| Participation rate | 80.0% | 82.0%-2.0pp | 78.0%+2.0pp | 81.2%-1.2pp |
| Annual return | -16.39% | 552.63%-569.0pp | 408.85%-425.2pp | 418.27%-434.7pp |
| Employer contribution / active EE | $3,220 | $4,995-35.5% | $4,225-23.8% | $4,741-32.1% |
| Participant deferral / active EE | $11,169 | $6,924+61.3% | $6,183+80.6% | $6,401+74.5% |
| Admin fee / account holder | $3,131 | $10,495-70.2% | $8,715-64.1% | $11,429-72.6% |