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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 | $105,327 | $174,379-39.6% | $152,093-30.7% | $138,895-24.2% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 12.48% | 74.86%-62.4pp | 66.36%-53.9pp | 145.39%-132.9pp |
| Employer contribution / active EE | $6,059 | $4,652+30.2% | $4,175+45.1% | $4,194+44.5% |
| Participant deferral / active EE | $31,000 | $6,159+403.3% | $5,451+468.7% | $6,396+384.7% |
| Admin fee / account holder | $1,274 | $16,880-92.5% | $14,497-91.2% | $12,562-89.9% |