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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 | $171,954 | $201,344-14.6% | $184,243-6.7% | $145,877+17.9% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 10.59% | 29.01%-18.4pp | 28.82%-18.2pp | 551.28%-540.7pp |
| Employer contribution / active EE | $95,712 | $7,022+1262.9% | $6,427+1389.2% | $4,663+1952.6% |
| Participant deferral / active EE | $47,484 | $9,807+384.2% | $9,132+420.0% | $6,691+609.7% |
| Admin fee / account holder | $68,039 | $16,382+315.3% | $13,914+389.0% | $13,402+407.7% |