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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 | $125,591 | $201,372-37.6% | $184,260-31.8% | $145,884-13.9% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 11.42% | 29.04%-17.6pp | 28.84%-17.4pp | 551.85%-540.4pp |
| Employer contribution / active EE | $0 | $7,024-100.0% | $6,427-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $15,667 | $9,808+59.7% | $9,133+71.5% | $6,690+134.2% |
| Admin fee / account holder | $18,557 | $16,362+13.4% | $13,898+33.5% | $13,392+38.6% |