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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 | $114,114 | $148,629-23.2% | $135,982-16.1% | $139,487-18.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 17.81% | 79.33%-61.5pp | 68.32%-50.5pp | 373.84%-356.0pp |
| Employer contribution / active EE | $23,458 | $5,247+347.1% | $4,859+382.8% | $4,755+393.4% |
| Participant deferral / active EE | $23,458 | $8,102+189.5% | $7,760+202.3% | $6,713+249.5% |
| Admin fee / account holder | $49,754 | $12,406+301.0% | $10,767+362.1% | $11,407+336.2% |