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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 | $103,603 | $117,694-12.0% | $71,755+44.4% | $134,532-23.0% |
| Participation rate | 100.0% | 68.8%+31.2pp | 62.3%+37.7pp | 81.2%+18.8pp |
| Annual return | -13.27% | 25.33%-38.6pp | 9.09%-22.4pp | 418.27%-431.5pp |
| Employer contribution / active EE | $7,225 | $2,523+186.4% | $1,704+324.1% | $4,741+52.4% |
| Participant deferral / active EE | $20,373 | $3,753+442.8% | $2,656+667.2% | $6,401+218.3% |
| Admin fee / account holder | $10,020 | $6,374+57.2% | $3,972+152.3% | $11,429-12.3% |