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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 | $175,774 | $162,136+8.4% | $152,301+15.4% | $154,746+13.6% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 12.68% | 91.02%-78.3pp | 80.50%-67.8pp | 172.34%-159.7pp |
| Employer contribution / active EE | $7,010 | $4,890+43.3% | $4,624+51.6% | $4,379+60.1% |
| Participant deferral / active EE | $23,155 | $8,341+177.6% | $8,004+189.3% | $6,730+244.0% |
| Admin fee / account holder | $18,675 | $15,759+18.5% | $14,398+29.7% | $14,365+30.0% |