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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 | $28,683 | $93,117-69.2% | $77,096-62.8% | $134,532-78.7% |
| Participation rate | 75.0% | 74.5%+0.5pp | 67.9%+7.1pp | 81.2%-6.2pp |
| Annual return | -18.52% | 62.67%-81.2pp | 42.35%-60.9pp | 418.27%-436.8pp |
| Employer contribution / active EE | $4,252 | $3,420+24.3% | $2,814+51.1% | $4,741-10.3% |
| Participant deferral / active EE | $9,262 | $5,241+76.7% | $4,429+109.1% | $6,401+44.7% |
| Admin fee / account holder | $900 | $6,948-87.0% | $5,428-83.4% | $11,429-92.1% |