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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 | $128,755 | $172,111-25.2% | $150,298-14.3% | $137,256-6.2% |
| Participation rate | 71.4% | 81.7%-10.3pp | 77.8%-6.3pp | 80.0%-8.5pp |
| Annual return | 13.52% | 69.37%-55.9pp | 62.79%-49.3pp | 220.34%-206.8pp |
| Employer contribution / active EE | $56,249 | $4,636+1113.3% | $4,154+1254.1% | $4,156+1253.4% |
| Participant deferral / active EE | $56,605 | $6,166+818.1% | $5,453+938.1% | $6,407+783.5% |
| Admin fee / account holder | $6,217 | $16,471-62.3% | $14,116-56.0% | $12,270-49.3% |