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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 | $134,478 | $138,312-2.8% | $122,979+9.4% | $155,188-13.3% |
| Participation rate | 85.7% | 80.2%+5.5pp | 77.2%+8.5pp | 80.8%+4.9pp |
| Annual return | 25.44% | 22.06%+3.4pp | 20.12%+5.3pp | 148.84%-123.4pp |
| Employer contribution / active EE | $4,546 | $3,530+28.8% | $3,062+48.5% | $4,248+7.0% |
| Participant deferral / active EE | $23,757 | $5,592+324.8% | $5,003+374.9% | $6,531+263.7% |
| Admin fee / account holder | $6,992 | $15,089-53.7% | $12,864-45.6% | $14,480-51.7% |