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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 | $167,070 | $181,062-7.7% | $158,223+5.6% | $155,188+7.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 10.22% | 57.39%-47.2pp | 52.09%-41.9pp | 148.84%-138.6pp |
| Employer contribution / active EE | $2,670 | $4,565-41.5% | $4,109-35.0% | $4,248-37.2% |
| Participant deferral / active EE | $0 | $6,134-100.0% | $5,467-100.0% | $6,531-100.0% |
| Admin fee / account holder | $2,161 | $18,825-88.5% | $16,047-86.5% | $14,480-85.1% |