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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 | $245,878 | $209,336+17.5% | $197,124+24.7% | $137,256+79.1% |
| Participation rate | 83.3% | 87.3%-4.0pp | 86.7%-3.4pp | 80.0%+3.4pp |
| Annual return | 17.32% | 48.09%-30.8pp | 44.34%-27.0pp | 220.34%-203.0pp |
| Employer contribution / active EE | $19,742 | $6,591+199.6% | $6,227+217.0% | $4,156+375.0% |
| Participant deferral / active EE | $125,318 | $9,614+1203.5% | $9,135+1271.9% | $6,407+1856.0% |
| Admin fee / account holder | $64,430 | $17,308+272.3% | $16,298+295.3% | $12,270+425.1% |