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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 | $47,631 | $129,959-63.3% | $104,301-54.3% | $134,532-64.6% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -9.20% | 42.04%-51.2pp | 24.61%-33.8pp | 418.27%-427.5pp |
| Employer contribution / active EE | $11,083 | $4,185+164.8% | $3,373+228.6% | $4,741+133.8% |
| Participant deferral / active EE | $17,468 | $5,589+212.5% | $4,626+277.6% | $6,401+172.9% |
| Admin fee / account holder | $6,915 | $9,325-25.8% | $7,340-5.8% | $11,429-39.5% |