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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 | $111,710 | $227,399-50.9% | $189,758-41.1% | $198,609-43.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 18.40% | 61.03%-42.6pp | 52.62%-34.2pp | 202.70%-184.3pp |
| Employer contribution / active EE | $22,723 | $5,526+311.2% | $4,767+376.7% | $5,055+349.5% |
| Participant deferral / active EE | $31,218 | $6,837+356.6% | $5,856+433.1% | $6,977+347.5% |
| Admin fee / account holder | $2,028 | $25,162-91.9% | $20,388-90.1% | $19,030-89.3% |