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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 | $144,686 | $107,941+34.0% | $91,994+57.3% | $152,897-5.4% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.5%+17.5pp |
| Annual return | 16.89% | 89.28%-72.4pp | 69.04%-52.1pp | 345.43%-328.5pp |
| Employer contribution / active EE | $16,161 | $4,212+283.7% | $3,453+368.1% | $4,764+239.3% |
| Participant deferral / active EE | $12,608 | $6,366+98.1% | $5,924+112.8% | $5,851+115.5% |
| Admin fee / account holder | $3,581 | $10,521-66.0% | $7,744-53.8% | $11,599-69.1% |