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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 | $144,728 | $108,882+32.9% | $96,754+49.6% | $154,746-6.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 70.3%+29.7pp | 80.7%+19.3pp |
| Annual return | 17.13% | 98.39%-81.3pp | 82.04%-64.9pp | 172.34%-155.2pp |
| Employer contribution / active EE | $2,598 | $3,018-13.9% | $2,679-3.0% | $4,379-40.7% |
| Participant deferral / active EE | $4,810 | $5,323-9.6% | $4,758+1.1% | $6,730-28.5% |
| Admin fee / account holder | $16,330 | $10,200+60.1% | $8,905+83.4% | $14,365+13.7% |