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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 | $183,851 | $162,136+13.4% | $152,301+20.7% | $154,746+18.8% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 13.12% | 91.02%-77.9pp | 80.50%-67.4pp | 172.34%-159.2pp |
| Employer contribution / active EE | $12,995 | $4,890+165.7% | $4,624+181.0% | $4,379+196.7% |
| Participant deferral / active EE | $113,370 | $8,341+1259.2% | $8,004+1316.5% | $6,730+1584.5% |
| Admin fee / account holder | $285,687 | $15,759+1712.8% | $14,398+1884.2% | $14,365+1888.7% |