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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 | $46,585 | $99,032-53.0% | $80,022-41.8% | $135,379-65.6% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | -6.58% | 15.39%-22.0pp | 11.22%-17.8pp | 519.79%-526.4pp |
| Employer contribution / active EE | $1,145 | $3,043-62.4% | $2,468-53.6% | $4,779-76.1% |
| Participant deferral / active EE | $10,694 | $4,282+149.7% | $3,686+190.1% | $5,609+90.7% |
| Admin fee / account holder | $3,052 | $10,436-70.8% | $6,521-53.2% | $10,828-71.8% |