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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 | $238,074 | $148,629+60.2% | $135,982+75.1% | $139,487+70.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 19.88% | 79.33%-59.5pp | 68.32%-48.4pp | 373.84%-354.0pp |
| Employer contribution / active EE | $4,509 | $5,247-14.1% | $4,859-7.2% | $4,755-5.2% |
| Participant deferral / active EE | $14,537 | $8,102+79.4% | $7,760+87.3% | $6,713+116.6% |
| Admin fee / account holder | $60,306 | $12,406+386.1% | $10,767+460.1% | $11,407+428.7% |