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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 | $133,122 | $154,228-13.7% | $145,433-8.5% | $137,256-3.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 15.63% | 74.59%-59.0pp | 66.58%-50.9pp | 220.34%-204.7pp |
| Employer contribution / active EE | $8,800 | $4,804+83.2% | $4,554+93.2% | $4,156+111.7% |
| Participant deferral / active EE | $21,850 | $8,216+165.9% | $7,897+176.7% | $6,407+241.0% |
| Admin fee / account holder | $4,637 | $14,344-67.7% | $13,129-64.7% | $12,270-62.2% |