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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 | $154,228+38.8% | $145,433+47.2% | $137,256+56.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 14.25% | 74.59%-60.3pp | 66.58%-52.3pp | 220.34%-206.1pp |
| Employer contribution / active EE | $11,761 | $4,804+144.8% | $4,554+158.2% | $4,156+183.0% |
| Participant deferral / active EE | $24,327 | $8,216+196.1% | $7,897+208.0% | $6,407+279.7% |
| Admin fee / account holder | $42,726 | $14,344+197.9% | $13,129+225.4% | $12,270+248.2% |