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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 | $110,828 | $166,268-33.3% | $165,100-32.9% | $145,897-24.0% |
| Participation rate | 90.9% | 82.0%+8.9pp | 78.6%+12.3pp | 80.3%+10.6pp |
| Annual return | 16.46% | 100.52%-84.1pp | 70.21%-53.8pp | 552.29%-535.8pp |
| Employer contribution / active EE | $3,838 | $5,284-27.4% | $4,348-11.7% | $4,663-17.7% |
| Participant deferral / active EE | $6,909 | $6,964-0.8% | $6,035+14.5% | $6,689+3.3% |
| Admin fee / account holder | $17,245 | $16,659+3.5% | $12,696+35.8% | $13,390+28.8% |