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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 | $108,473 | $112,729-3.8% | $98,716+9.9% | $137,256-21.0% |
| Participation rate | 75.0% | 74.2%+0.8pp | 69.3%+5.7pp | 80.0%-5.0pp |
| Annual return | 14.18% | 38.48%-24.3pp | 31.81%-17.6pp | 220.34%-206.2pp |
| Employer contribution / active EE | $5,563 | $2,725+104.1% | $2,279+144.1% | $4,156+33.8% |
| Participant deferral / active EE | $14,475 | $4,640+212.0% | $4,048+257.6% | $6,407+125.9% |
| Admin fee / account holder | $20,013 | $10,129+97.6% | $8,703+130.0% | $12,270+63.1% |