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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 | $64,748 | $105,867-38.8% | $90,760-28.7% | $134,532-51.9% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -16.47% | -10.99%-5.5pp | -12.16%-4.3pp | 418.27%-434.7pp |
| Employer contribution / active EE | $34,304 | $3,464+890.4% | $2,922+1074.1% | $4,741+623.6% |
| Participant deferral / active EE | $60,017 | $5,217+1050.4% | $4,565+1214.7% | $6,401+837.6% |
| Admin fee / account holder | $20,527 | $13,936+47.3% | $8,444+143.1% | $11,429+79.6% |