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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 | $39,459 | $67,396-41.5% | $60,919-35.2% | $134,545-70.7% |
| Participation rate | 77.8% | 76.2%+1.6pp | 73.1%+4.7pp | 81.2%-3.5pp |
| Annual return | -11.29% | 50.12%-61.4pp | 16.96%-28.3pp | 418.37%-429.7pp |
| Employer contribution / active EE | $2,463 | $3,101-20.6% | $2,704-8.9% | $4,742-48.1% |
| Participant deferral / active EE | $2,463 | $4,534-45.7% | $3,814-35.4% | $6,401-61.5% |
| Admin fee / account holder | $1,747 | $4,590-61.9% | $3,228-45.9% | $11,431-84.7% |