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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 | $150,709 | $174,379-13.6% | $152,093-0.9% | $138,895+8.5% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 18.43% | 74.86%-56.4pp | 66.36%-47.9pp | 145.39%-127.0pp |
| Employer contribution / active EE | $27,588 | $4,652+493.1% | $4,175+560.8% | $4,194+557.8% |
| Participant deferral / active EE | $24,571 | $6,159+298.9% | $5,451+350.7% | $6,396+284.2% |
| Admin fee / account holder | $834 | $16,880-95.1% | $14,497-94.2% | $12,562-93.4% |