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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 | $121,421 | $157,304-22.8% | $141,197-14.0% | $152,909-20.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 24.39% | 64.34%-40.0pp | 71.41%-47.0pp | 345.46%-321.1pp |
| Employer contribution / active EE | $12,459 | $5,263+136.8% | $4,736+163.1% | $4,764+161.5% |
| Participant deferral / active EE | $16,584 | $7,111+133.2% | $6,710+147.1% | $5,851+183.4% |
| Admin fee / account holder | $10,018 | $12,126-17.4% | $10,265-2.4% | $11,601-13.6% |