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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 | $156,398-35.6% | $147,318-31.7% | $138,895-27.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 14.33% | 78.75%-64.4pp | 70.43%-56.1pp | 145.39%-131.1pp |
| Employer contribution / active EE | $8,029 | $4,853+65.4% | $4,593+74.8% | $4,194+91.4% |
| Participant deferral / active EE | $12,996 | $8,237+57.8% | $7,906+64.4% | $6,396+103.2% |
| Admin fee / account holder | $13,208 | $14,976-11.8% | $13,708-3.6% | $12,562+5.1% |