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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 | $139,806 | $108,942+28.3% | $100,415+39.2% | $145,897-4.2% |
| Participation rate | 75.0% | 83.0%-8.0pp | 81.5%-6.5pp | 80.3%-5.3pp |
| Annual return | 20.20% | 58.27%-38.1pp | 49.47%-29.3pp | 552.29%-532.1pp |
| Employer contribution / active EE | $2,285 | $4,422-48.3% | $3,943-42.1% | $4,663-51.0% |
| Participant deferral / active EE | $11,558 | $8,461+36.6% | $8,091+42.8% | $6,689+72.8% |
| Admin fee / account holder | $18,778 | $9,702+93.6% | $7,906+137.5% | $13,390+40.2% |