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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 | $104,223 | $148,623-29.9% | $135,974-23.4% | $139,466-25.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 18.57% | 79.30%-60.7pp | 68.30%-49.7pp | 373.66%-355.1pp |
| Employer contribution / active EE | $6,362 | $5,246+21.3% | $4,859+30.9% | $4,754+33.8% |
| Participant deferral / active EE | $13,761 | $8,103+69.8% | $7,760+77.3% | $6,712+105.0% |
| Admin fee / account holder | $7,336 | $12,406-40.9% | $10,767-31.9% | $11,409-35.7% |