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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 | $111,748 | $154,228-27.5% | $145,433-23.2% | $137,256-18.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 14.95% | 74.59%-59.6pp | 66.58%-51.6pp | 220.34%-205.4pp |
| Employer contribution / active EE | $4,502 | $4,804-6.3% | $4,554-1.2% | $4,156+8.3% |
| Participant deferral / active EE | $6,295 | $8,216-23.4% | $7,897-20.3% | $6,407-1.7% |
| Admin fee / account holder | $23,063 | $14,344+60.8% | $13,129+75.7% | $12,270+88.0% |