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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 | $108,912+28.4% | $100,383+39.3% | $145,959-4.2% |
| Participation rate | 75.0% | 83.0%-8.0pp | 81.5%-6.5pp | 80.3%-5.3pp |
| Annual return | 20.20% | 57.96%-37.8pp | 49.26%-29.1pp | 561.95%-541.8pp |
| Employer contribution / active EE | $2,285 | $4,423-48.3% | $3,944-42.1% | $4,661-51.0% |
| Participant deferral / active EE | $11,558 | $8,451+36.8% | $8,086+42.9% | $6,689+72.8% |
| Admin fee / account holder | $18,778 | $9,690+93.8% | $7,900+137.7% | $13,398+40.2% |