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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 | $63,276 | $82,324-23.1% | $68,803-8.0% | $134,545-53.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -8.71% | -2.17%-6.5pp | -6.37%-2.3pp | 418.37%-427.1pp |
| Employer contribution / active EE | $3,233 | $3,302-2.1% | $2,656+21.7% | $4,742-31.8% |
| Participant deferral / active EE | $4,067 | $4,740-14.2% | $3,942+3.2% | $6,401-36.5% |
| Admin fee / account holder | $3,683 | $6,485-43.2% | $4,936-25.4% | $11,431-67.8% |