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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 | $154,228-34.7% | $145,433-30.8% | $137,256-26.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 14.33% | 74.59%-60.3pp | 66.58%-52.2pp | 220.34%-206.0pp |
| Employer contribution / active EE | $8,029 | $4,804+67.1% | $4,554+76.3% | $4,156+93.2% |
| Participant deferral / active EE | $12,996 | $8,216+58.2% | $7,897+64.6% | $6,407+102.8% |
| Admin fee / account holder | $13,208 | $14,344-7.9% | $13,129+0.6% | $12,270+7.6% |