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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 | $162,136-31.1% | $152,301-26.6% | $154,746-27.8% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 14.95% | 91.02%-76.1pp | 80.50%-65.6pp | 172.34%-157.4pp |
| Employer contribution / active EE | $4,502 | $4,890-8.0% | $4,624-2.7% | $4,379+2.8% |
| Participant deferral / active EE | $6,295 | $8,341-24.5% | $8,004-21.3% | $6,730-6.5% |
| Admin fee / account holder | $23,063 | $15,759+46.3% | $14,398+60.2% | $14,365+60.6% |