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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 | $75,445 | $90,448-16.6% | $93,786-19.6% | $134,545-43.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 81.0%+19.0pp | 81.2%+18.8pp |
| Annual return | -16.52% | -15.71%-0.8pp | -11.32%-5.2pp | 418.37%-434.9pp |
| Employer contribution / active EE | $0 | $4,349-100.0% | $4,328-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $0 | $5,983-100.0% | $6,100-100.0% | $6,401-100.0% |
| Admin fee / account holder | $4,618 | $9,232-50.0% | $7,184-35.7% | $11,431-59.6% |