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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 | $102,609+45.9% | $98,090+52.6% | $138,895+7.8% |
| Participation rate | 100.0% | 82.8%+17.2pp | 81.5%+18.5pp | 79.9%+20.1pp |
| Annual return | 18.28% | 36.44%-18.2pp | 37.05%-18.8pp | 145.39%-127.1pp |
| Employer contribution / active EE | $12,190 | $3,867+215.2% | $3,606+238.0% | $4,194+190.6% |
| Participant deferral / active EE | $14,537 | $8,167+78.0% | $7,845+85.3% | $6,396+127.3% |
| Admin fee / account holder | $15,469 | $11,434+35.3% | $11,815+30.9% | $12,562+23.1% |