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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 | $212,386+15.8% | $199,883+23.0% | $138,895+77.0% |
| Participation rate | 83.3% | 87.4%-4.0pp | 86.8%-3.4pp | 79.9%+3.4pp |
| Annual return | 17.32% | 47.75%-30.4pp | 43.81%-26.5pp | 145.39%-128.1pp |
| Employer contribution / active EE | $19,742 | $6,625+198.0% | $6,261+215.3% | $4,194+370.7% |
| Participant deferral / active EE | $125,318 | $9,617+1203.1% | $9,138+1271.3% | $6,396+1859.3% |
| Admin fee / account holder | $64,430 | $18,233+253.4% | $17,268+273.1% | $12,562+412.9% |