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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 | $70,955 | $131,835-46.2% | $108,582-34.7% | $273,972-74.1% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 7.62% | -91.57%+99.2pp | -51.70%+59.3pp | 41.46%-33.8pp |
| Employer contribution / active EE | $34,386 | $4,913+599.9% | $3,758+814.9% | $4,869+606.3% |
| Participant deferral / active EE | $51,112 | $5,127+896.8% | $4,311+1085.6% | $5,287+866.7% |
| Admin fee / account holder | $5,786 | $10,253-43.6% | $7,645-24.3% | $10,133-42.9% |