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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 | $92,023 | $154,228-40.3% | $145,433-36.7% | $137,256-33.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 15.49% | 74.59%-59.1pp | 66.58%-51.1pp | 220.34%-204.8pp |
| Employer contribution / active EE | $10,557 | $4,804+119.7% | $4,554+131.8% | $4,156+154.0% |
| Participant deferral / active EE | $29,449 | $8,216+258.4% | $7,897+272.9% | $6,407+359.7% |
| Admin fee / account holder | $41,663 | $14,344+190.5% | $13,129+217.3% | $12,270+239.5% |