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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 | $141,617 | $148,629-4.7% | $135,982+4.1% | $139,487+1.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 17.59% | 79.33%-61.7pp | 68.32%-50.7pp | 373.84%-356.3pp |
| Employer contribution / active EE | $0 | $5,247-100.0% | $4,859-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $20,917 | $8,102+158.2% | $7,760+169.5% | $6,713+211.6% |
| Admin fee / account holder | $30,875 | $12,406+148.9% | $10,767+186.7% | $11,407+170.7% |