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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 | $126,661+6.2% | $113,397+18.6% | $138,895-3.2% |
| Participation rate | 85.7% | 79.4%+6.3pp | 76.5%+9.2pp | 79.9%+5.8pp |
| Annual return | 25.44% | 25.05%+0.4pp | 23.20%+2.2pp | 145.39%-120.0pp |
| Employer contribution / active EE | $4,546 | $3,456+31.5% | $2,977+52.7% | $4,194+8.4% |
| Participant deferral / active EE | $23,757 | $5,693+317.3% | $5,076+368.0% | $6,396+271.4% |
| Admin fee / account holder | $6,992 | $14,549-51.9% | $11,957-41.5% | $12,562-44.3% |