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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 | $100,677 | $162,136-37.9% | $152,301-33.9% | $154,746-34.9% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 14.33% | 91.02%-76.7pp | 80.50%-66.2pp | 172.34%-158.0pp |
| Employer contribution / active EE | $8,029 | $4,890+64.2% | $4,624+73.6% | $4,379+83.3% |
| Participant deferral / active EE | $12,996 | $8,341+55.8% | $8,004+62.4% | $6,730+93.1% |
| Admin fee / account holder | $13,208 | $15,759-16.2% | $14,398-8.3% | $14,365-8.1% |