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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 | $114,178 | $183,516-37.8% | $155,534-26.6% | $145,884-21.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 13.75% | 61.43%-47.7pp | 64.92%-51.2pp | 551.85%-538.1pp |
| Employer contribution / active EE | $27,278 | $5,315+413.3% | $4,675+483.5% | $4,662+485.1% |
| Participant deferral / active EE | $24,071 | $6,467+272.2% | $5,630+327.5% | $6,690+259.8% |
| Admin fee / account holder | $9,090 | $19,293-52.9% | $15,900-42.8% | $13,392-32.1% |