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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 | $149,997 | $174,379-14.0% | $152,093-1.4% | $138,895+8.0% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 15.71% | 74.86%-59.1pp | 66.36%-50.6pp | 145.39%-129.7pp |
| Employer contribution / active EE | $14,790 | $4,652+217.9% | $4,175+254.3% | $4,194+252.6% |
| Participant deferral / active EE | $9,108 | $6,159+47.9% | $5,451+67.1% | $6,396+42.4% |
| Admin fee / account holder | $2,855 | $16,880-83.1% | $14,497-80.3% | $12,562-77.3% |