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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 | $149,681 | $107,666+39.0% | $102,184+46.5% | $154,746-3.3% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.6%+17.4pp | 80.7%+19.3pp |
| Annual return | 18.28% | 29.33%-11.0pp | 31.58%-13.3pp | 172.34%-154.1pp |
| Employer contribution / active EE | $12,190 | $3,846+216.9% | $3,594+239.2% | $4,379+178.4% |
| Participant deferral / active EE | $14,537 | $8,719+66.7% | $8,309+75.0% | $6,730+116.0% |
| Admin fee / account holder | $15,469 | $12,943+19.5% | $11,609+33.3% | $14,365+7.7% |