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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 | $176,899 | $162,136+9.1% | $152,301+16.2% | $154,746+14.3% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 18.04% | 91.02%-73.0pp | 80.50%-62.5pp | 172.34%-154.3pp |
| Employer contribution / active EE | $22,222 | $4,890+354.4% | $4,624+380.5% | $4,379+407.5% |
| Participant deferral / active EE | $10,960 | $8,341+31.4% | $8,004+36.9% | $6,730+62.8% |
| Admin fee / account holder | $1,334 | $15,759-91.5% | $14,398-90.7% | $14,365-90.7% |