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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 | $144,471 | $156,398-7.6% | $147,318-1.9% | $138,895+4.0% |
| Participation rate | 77.8% | 83.8%-6.0pp | 82.1%-4.3pp | 79.9%-2.1pp |
| Annual return | 17.92% | 78.75%-60.8pp | 70.43%-52.5pp | 145.39%-127.5pp |
| Employer contribution / active EE | $9,745 | $4,853+100.8% | $4,593+112.2% | $4,194+132.4% |
| Participant deferral / active EE | $28,325 | $8,237+243.9% | $7,906+258.3% | $6,396+342.8% |
| Admin fee / account holder | $37,722 | $14,976+151.9% | $13,708+175.2% | $12,562+200.3% |