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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 | $81,090 | $90,590-10.5% | $90,782-10.7% | $135,380-40.1% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.7%+17.3pp | 82.6%+17.4pp |
| Annual return | -5.70% | -3.40%-2.3pp | -3.42%-2.3pp | 519.81%-525.5pp |
| Employer contribution / active EE | $9,209 | $4,352+111.6% | $4,105+124.3% | $4,779+92.7% |
| Participant deferral / active EE | $15,910 | $5,407+194.3% | $5,366+196.5% | $5,609+183.7% |
| Admin fee / account holder | $14,451 | $7,683+88.1% | $5,908+144.6% | $10,828+33.5% |