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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 | $232,597 | $110,379+110.7% | $102,412+127.1% | $145,884+59.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 9.96% | 24.84%-14.9pp | 24.94%-15.0pp | 551.85%-541.9pp |
| Employer contribution / active EE | $4,513 | $4,216+7.0% | $3,870+16.6% | $4,662-3.2% |
| Participant deferral / active EE | $3,957 | $5,622-29.6% | $5,060-21.8% | $6,690-40.8% |
| Admin fee / account holder | $28,470 | $9,745+192.2% | $8,388+239.4% | $13,392+112.6% |