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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 | $111,947 | $82,288+36.0% | $68,794+62.7% | $134,509-16.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -8.81% | -2.19%-6.6pp | -6.37%-2.4pp | 418.13%-426.9pp |
| Employer contribution / active EE | $1,419 | $3,301-57.0% | $2,656-46.6% | $4,741-70.1% |
| Participant deferral / active EE | $1,419 | $4,738-70.1% | $3,941-64.0% | $6,400-77.8% |
| Admin fee / account holder | $550 | $6,482-91.5% | $4,934-88.9% | $11,427-95.2% |