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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 | $199,109-23.7% | $173,730-12.6% | $154,746-1.8% |
| Participation rate | 75.0% | 82.8%-7.8pp | 79.6%-4.6pp | 80.7%-5.7pp |
| Annual return | 14.61% | 20.02%-5.4pp | 19.96%-5.3pp | 172.34%-157.7pp |
| Employer contribution / active EE | $10,914 | $5,311+105.5% | $4,577+138.4% | $4,379+149.2% |
| Participant deferral / active EE | $55,895 | $7,113+685.9% | $6,326+783.5% | $6,730+730.5% |
| Admin fee / account holder | $38,641 | $20,916+84.7% | $17,523+120.5% | $14,365+169.0% |