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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 | $100,970+48.2% | $96,576+55.0% | $137,256+9.1% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 18.28% | 38.16%-19.9pp | 38.47%-20.2pp | 220.34%-202.1pp |
| Employer contribution / active EE | $12,190 | $3,809+220.0% | $3,553+243.1% | $4,156+193.3% |
| Participant deferral / active EE | $14,537 | $8,286+75.4% | $7,956+82.7% | $6,407+126.9% |
| Admin fee / account holder | $15,469 | $11,312+36.8% | $11,381+35.9% | $12,270+26.1% |