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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 | $82,273 | $90,467-9.1% | $93,759-12.3% | $134,532-38.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 81.0%+19.0pp | 81.2%+18.8pp |
| Annual return | -16.96% | -15.72%-1.2pp | -11.33%-5.6pp | 418.27%-435.2pp |
| Employer contribution / active EE | $2,049 | $4,345-52.8% | $4,324-52.6% | $4,741-56.8% |
| Participant deferral / active EE | $12,980 | $5,980+117.1% | $6,096+112.9% | $6,401+102.8% |
| Admin fee / account holder | $3,455 | $9,258-62.7% | $7,197-52.0% | $11,429-69.8% |