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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 | $57,121 | $92,766-38.4% | $82,763-31.0% | $134,545-57.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -17.67% | 946.97%-964.6pp | 702.45%-720.1pp | 418.37%-436.0pp |
| Employer contribution / active EE | $3,192 | $3,273-2.5% | $3,008+6.1% | $4,742-32.7% |
| Participant deferral / active EE | $5,666 | $4,802+18.0% | $4,395+28.9% | $6,401-11.5% |
| Admin fee / account holder | $532 | $5,978-91.1% | $5,325-90.0% | $11,431-95.3% |