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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 | $155,555-14.4% | $146,866-9.4% | $155,188-14.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 15.63% | 115.41%-99.8pp | 102.85%-87.2pp | 148.84%-133.2pp |
| Employer contribution / active EE | $8,800 | $4,647+89.4% | $4,425+98.9% | $4,248+107.2% |
| Participant deferral / active EE | $21,850 | $8,044+171.6% | $7,759+181.6% | $6,531+234.6% |
| Admin fee / account holder | $4,637 | $14,755-68.6% | $13,620-66.0% | $14,480-68.0% |