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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 | $124,425+8.1% | $112,040+20.0% | $137,256-2.0% |
| Participation rate | 85.7% | 79.3%+6.4pp | 76.5%+9.2pp | 80.0%+5.8pp |
| Annual return | 25.44% | 24.72%+0.7pp | 24.52%+0.9pp | 220.34%-194.9pp |
| Employer contribution / active EE | $4,546 | $3,411+33.3% | $2,954+53.9% | $4,156+9.4% |
| Participant deferral / active EE | $23,757 | $5,718+315.5% | $5,098+366.0% | $6,407+270.8% |
| Admin fee / account holder | $6,992 | $15,207-54.0% | $12,098-42.2% | $12,270-43.0% |