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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 | $87,471 | $165,399-47.1% | $149,745-41.6% | $158,982-45.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 14.28% | 348.34%-334.1pp | 276.72%-262.4pp | 302.99%-288.7pp |
| Employer contribution / active EE | $6,021 | $5,105+18.0% | $4,646+29.6% | $4,763+26.4% |
| Participant deferral / active EE | $10,798 | $7,183+50.3% | $6,843+57.8% | $5,983+80.5% |
| Admin fee / account holder | $1,997 | $10,811-81.5% | $9,312-78.6% | $11,252-82.2% |