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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 | $102,581 | $134,001-23.4% | $112,258-8.6% | $134,509-23.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -18.75% | 47.15%-65.9pp | 27.47%-46.2pp | 418.13%-436.9pp |
| Employer contribution / active EE | $5,098 | $4,039+26.2% | $3,636+40.2% | $4,741+7.5% |
| Participant deferral / active EE | $22,760 | $5,291+330.1% | $4,728+381.3% | $6,400+255.6% |
| Admin fee / account holder | $629 | $7,491-91.6% | $6,411-90.2% | $11,427-94.5% |