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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 | $181,062-41.8% | $158,223-33.4% | $155,188-32.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 12.48% | 57.39%-44.9pp | 52.09%-39.6pp | 148.84%-136.4pp |
| Employer contribution / active EE | $6,059 | $4,565+32.7% | $4,109+47.5% | $4,248+42.6% |
| Participant deferral / active EE | $31,000 | $6,134+405.3% | $5,467+467.0% | $6,531+374.6% |
| Admin fee / account holder | $1,274 | $18,825-93.2% | $16,047-92.1% | $14,480-91.2% |