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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 | $223,095 | $154,228+44.7% | $145,433+53.4% | $137,256+62.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 15.61% | 74.59%-59.0pp | 66.58%-51.0pp | 220.34%-204.7pp |
| Employer contribution / active EE | $2,722 | $4,804-43.3% | $4,554-40.2% | $4,156-34.5% |
| Participant deferral / active EE | $8,367 | $8,216+1.8% | $7,897+5.9% | $6,407+30.6% |
| Admin fee / account holder | $8,660 | $14,344-39.6% | $13,129-34.0% | $12,270-29.4% |