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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 | $235,923 | $157,296+50.0% | $141,191+67.1% | $152,897+54.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 22.87% | 64.34%-41.5pp | 71.41%-48.5pp | 345.43%-322.6pp |
| Employer contribution / active EE | $3,780 | $5,262-28.2% | $4,736-20.2% | $4,764-20.6% |
| Participant deferral / active EE | $55,696 | $7,111+683.3% | $6,710+730.0% | $5,851+851.9% |
| Admin fee / account holder | $1,625 | $12,125-86.6% | $10,264-84.2% | $11,599-86.0% |