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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 | $172,111-4.0% | $150,298+9.9% | $137,256+20.3% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 12.70% | 69.37%-56.7pp | 62.79%-50.1pp | 220.34%-207.6pp |
| Employer contribution / active EE | $5,841 | $4,636+26.0% | $4,154+40.6% | $4,156+40.5% |
| Participant deferral / active EE | $4,993 | $6,166-19.0% | $5,453-8.4% | $6,407-22.1% |
| Admin fee / account holder | $18,456 | $16,471+12.1% | $14,116+30.7% | $12,270+50.4% |