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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 | $151,884 | $178,174-14.8% | $156,181-2.8% | $137,256+10.7% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.8%-3.8pp | 80.0%-5.0pp |
| Annual return | 14.61% | 84.19%-69.6pp | 64.87%-50.3pp | 220.34%-205.7pp |
| Employer contribution / active EE | $10,914 | $4,972+119.5% | $4,294+154.2% | $4,156+162.6% |
| Participant deferral / active EE | $55,895 | $6,888+711.5% | $6,132+811.5% | $6,407+772.4% |
| Admin fee / account holder | $38,641 | $17,404+122.0% | $14,586+164.9% | $12,270+214.9% |