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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 | $214,093 | $196,972+8.7% | $182,262+17.5% | $198,609+7.8% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 14.25% | 158.27%-144.0pp | 140.60%-126.3pp | 202.70%-188.4pp |
| Employer contribution / active EE | $11,761 | $5,364+119.3% | $5,046+133.1% | $5,055+132.6% |
| Participant deferral / active EE | $24,327 | $8,643+181.5% | $8,276+193.9% | $6,977+248.7% |
| Admin fee / account holder | $42,726 | $18,429+131.8% | $16,712+155.7% | $19,030+124.5% |