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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 | $227,399-27.4% | $189,758-13.0% | $198,609-16.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 12.70% | 61.03%-48.3pp | 52.62%-39.9pp | 202.70%-190.0pp |
| Employer contribution / active EE | $5,841 | $5,526+5.7% | $4,767+22.5% | $5,055+15.5% |
| Participant deferral / active EE | $4,993 | $6,837-27.0% | $5,856-14.7% | $6,977-28.4% |
| Admin fee / account holder | $18,456 | $25,162-26.7% | $20,388-9.5% | $19,030-3.0% |