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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 | $171,313 | $110,410+55.2% | $102,437+67.2% | $145,897+17.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 12.08% | 24.85%-12.8pp | 24.95%-12.9pp | 552.29%-540.2pp |
| Employer contribution / active EE | $3,242 | $4,217-23.1% | $3,871-16.3% | $4,663-30.5% |
| Participant deferral / active EE | $2,044 | $5,622-63.6% | $5,060-59.6% | $6,689-69.4% |
| Admin fee / account holder | $9,408 | $9,745-3.5% | $8,388+12.2% | $13,390-29.7% |