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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 | $93,752 | $100,805-7.0% | $86,698+8.1% | $134,532-30.3% |
| Participation rate | 90.0% | 79.0%+11.0pp | 76.6%+13.4pp | 81.2%+8.8pp |
| Annual return | -15.07% | 29.09%-44.2pp | 35.95%-51.0pp | 418.27%-433.3pp |
| Employer contribution / active EE | $9,529 | $3,490+173.0% | $2,837+235.9% | $4,741+101.0% |
| Participant deferral / active EE | $21,317 | $5,339+299.2% | $4,656+357.8% | $6,401+233.0% |
| Admin fee / account holder | $45,180 | $10,925+313.5% | $7,493+503.0% | $11,429+295.3% |