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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 | $77,879 | $154,228-49.5% | $145,433-46.5% | $137,256-43.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 14.18% | 74.59%-60.4pp | 66.58%-52.4pp | 220.34%-206.2pp |
| Employer contribution / active EE | $14,440 | $4,804+200.6% | $4,554+217.0% | $4,156+247.4% |
| Participant deferral / active EE | $10,049 | $8,216+22.3% | $7,897+27.2% | $6,407+56.8% |
| Admin fee / account holder | $4,719 | $14,344-67.1% | $13,129-64.1% | $12,270-61.5% |