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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 | $119,244 | $117,777+1.2% | $71,778+66.1% | $134,545-11.4% |
| Participation rate | 90.5% | 68.9%+21.6pp | 62.3%+28.1pp | 81.2%+9.2pp |
| Annual return | -11.64% | 25.46%-37.1pp | 9.15%-20.8pp | 418.37%-430.0pp |
| Employer contribution / active EE | $0 | $2,525-100.0% | $1,704-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $0 | $3,756-100.0% | $2,656-100.0% | $6,401-100.0% |
| Admin fee / account holder | $7,581 | $6,379+18.9% | $3,974+90.8% | $11,431-33.7% |