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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 | $185,695 | $176,105+5.4% | $159,474+16.4% | $167,536+10.8% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 22.87% | 331.91%-309.0pp | 263.68%-240.8pp | 478.82%-455.9pp |
| Employer contribution / active EE | $12,448 | $5,299+134.9% | $4,831+157.7% | $4,839+157.2% |
| Participant deferral / active EE | $25,785 | $7,751+232.7% | $7,353+250.7% | $6,342+306.6% |
| Admin fee / account holder | $9,497 | $12,559-24.4% | $10,802-12.1% | $12,315-22.9% |