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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 | $118,716 | $157,304-24.5% | $141,197-15.9% | $152,909-22.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 19.90% | 64.34%-44.4pp | 71.41%-51.5pp | 345.46%-325.6pp |
| Employer contribution / active EE | $11,783 | $5,263+123.9% | $4,736+148.8% | $4,764+147.3% |
| Participant deferral / active EE | $9,766 | $7,111+37.3% | $6,710+45.5% | $5,851+66.9% |
| Admin fee / account holder | $24,981 | $12,126+106.0% | $10,265+143.4% | $11,601+115.3% |