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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 | $31,110 | $133,998-76.8% | $112,263-72.3% | $134,545-76.9% |
| Participation rate | 75.0% | 78.6%-3.6pp | 75.1%-0.1pp | 81.2%-6.2pp |
| Annual return | -17.10% | 47.17%-64.3pp | 27.49%-44.6pp | 418.37%-435.5pp |
| Employer contribution / active EE | $1,766 | $4,040-56.3% | $3,636-51.4% | $4,742-62.8% |
| Participant deferral / active EE | $7,870 | $5,292+48.7% | $4,729+66.4% | $6,401+22.9% |
| Admin fee / account holder | $10,640 | $7,493+42.0% | $6,410+66.0% | $11,431-6.9% |