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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 | $76,229 | $156,398-51.3% | $147,318-48.3% | $138,895-45.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 16.28% | 78.75%-62.5pp | 70.43%-54.2pp | 145.39%-129.1pp |
| Employer contribution / active EE | $4,326 | $4,853-10.9% | $4,593-5.8% | $4,194+3.1% |
| Participant deferral / active EE | $15,381 | $8,237+86.7% | $7,906+94.5% | $6,396+140.5% |
| Admin fee / account holder | $6,500 | $14,976-56.6% | $13,708-52.6% | $12,562-48.3% |