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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 | $148,062 | $118,491+25.0% | $98,462+50.4% | $139,500+6.1% |
| Participation rate | 100.0% | 77.5%+22.5pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 8.75% | 19.01%-10.3pp | 21.20%-12.5pp | 373.99%-365.2pp |
| Employer contribution / active EE | $0 | $3,611-100.0% | $3,049-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $24,493 | $5,393+354.1% | $4,738+416.9% | $6,713+264.9% |
| Admin fee / account holder | $8,258 | $13,870-40.5% | $8,875-6.9% | $11,410-27.6% |