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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 | $149,000 | $183,516-18.8% | $155,534-4.2% | $145,884+2.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 9.71% | 61.43%-51.7pp | 64.92%-55.2pp | 551.85%-542.1pp |
| Employer contribution / active EE | $8,084 | $5,315+52.1% | $4,675+72.9% | $4,662+73.4% |
| Participant deferral / active EE | $19,340 | $6,467+199.1% | $5,630+243.5% | $6,690+189.1% |
| Admin fee / account holder | $22,875 | $19,293+18.6% | $15,900+43.9% | $13,392+70.8% |