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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 | $162,136+32.0% | $152,301+40.6% | $154,746+38.4% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 14.25% | 91.02%-76.8pp | 80.50%-66.2pp | 172.34%-158.1pp |
| Employer contribution / active EE | $11,761 | $4,890+140.5% | $4,624+154.3% | $4,379+168.6% |
| Participant deferral / active EE | $24,327 | $8,341+191.7% | $8,004+203.9% | $6,730+261.4% |
| Admin fee / account holder | $42,726 | $15,759+171.1% | $14,398+196.8% | $14,365+197.4% |