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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 | $240,470 | $167,362+43.7% | $143,799+67.2% | $134,532+78.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -12.61% | 0.47%-13.1pp | -0.04%-12.6pp | 418.27%-430.9pp |
| Employer contribution / active EE | $7,076 | $5,620+25.9% | $4,952+42.9% | $4,741+49.3% |
| Participant deferral / active EE | $23,094 | $6,447+258.2% | $5,638+309.6% | $6,401+260.8% |
| Admin fee / account holder | $12,526 | $18,094-30.8% | $14,677-14.7% | $11,429+9.6% |