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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 | $234,855 | $213,785+9.9% | $185,441+26.6% | $155,188+51.3% |
| Participation rate | 81.8% | 83.2%-1.4pp | 80.3%+1.6pp | 80.8%+1.0pp |
| Annual return | 9.07% | 19.97%-10.9pp | 20.16%-11.1pp | 148.84%-139.8pp |
| Employer contribution / active EE | $0 | $5,393-100.0% | $4,672-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $0 | $6,864-100.0% | $6,152-100.0% | $6,531-100.0% |
| Admin fee / account holder | $24,421 | $21,134+15.6% | $17,890+36.5% | $14,480+68.7% |