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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 | $76,328 | $157,304-51.5% | $141,197-45.9% | $152,909-50.1% |
| Participation rate | 85.7% | 84.8%+0.9pp | 82.5%+3.2pp | 82.5%+3.3pp |
| Annual return | 22.06% | 64.34%-42.3pp | 71.41%-49.3pp | 345.46%-323.4pp |
| Employer contribution / active EE | $4,696 | $5,263-10.8% | $4,736-0.9% | $4,764-1.4% |
| Participant deferral / active EE | $12,548 | $7,111+76.5% | $6,710+87.0% | $5,851+114.4% |
| Admin fee / account holder | $4,367 | $12,126-64.0% | $10,265-57.5% | $11,601-62.4% |