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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 | $165,183 | $185,312-10.9% | $161,489+2.3% | $154,746+6.7% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 12.70% | 103.84%-91.1pp | 89.72%-77.0pp | 172.34%-159.6pp |
| Employer contribution / active EE | $5,841 | $4,769+22.5% | $4,268+36.8% | $4,379+33.4% |
| Participant deferral / active EE | $4,993 | $6,350-21.4% | $5,630-11.3% | $6,730-25.8% |
| Admin fee / account holder | $18,456 | $18,654-1.1% | $16,006+15.3% | $14,365+28.5% |