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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 | $165,351-47.1% | $149,710-41.6% | $158,931-45.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 14.28% | 348.19%-333.9pp | 276.63%-262.4pp | 302.86%-288.6pp |
| Employer contribution / active EE | $6,021 | $5,103+18.0% | $4,645+29.6% | $4,761+26.5% |
| Participant deferral / active EE | $10,798 | $7,181+50.4% | $6,842+57.8% | $5,982+80.5% |
| Admin fee / account holder | $1,997 | $10,807-81.5% | $9,309-78.5% | $11,247-82.2% |