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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 | $133,769 | $114,013+17.3% | $103,693+29.0% | $155,188-13.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 80.8%+19.2pp |
| Annual return | 14.31% | 49.31%-35.0pp | 47.61%-33.3pp | 148.84%-134.5pp |
| Employer contribution / active EE | $13,757 | $3,131+339.3% | $2,920+371.1% | $4,248+223.9% |
| Participant deferral / active EE | $12,150 | $4,970+144.5% | $4,579+165.3% | $6,531+86.0% |
| Admin fee / account holder | $2,712 | $8,407-67.7% | $7,858-65.5% | $14,480-81.3% |