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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 | $110,557 | $155,555-28.9% | $146,866-24.7% | $155,188-28.8% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.5%-2.5pp | 80.8%-0.8pp |
| Annual return | 15.94% | 115.41%-99.5pp | 102.85%-86.9pp | 148.84%-132.9pp |
| Employer contribution / active EE | $3,779 | $4,647-18.7% | $4,425-14.6% | $4,248-11.0% |
| Participant deferral / active EE | $16,862 | $8,044+109.6% | $7,759+117.3% | $6,531+158.2% |
| Admin fee / account holder | $27,216 | $14,755+84.4% | $13,620+99.8% | $14,480+88.0% |