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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 | $166,397 | $159,934+4.0% | $147,005+13.2% | $145,959+14.0% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.2%+6.7pp | 80.3%+8.6pp |
| Annual return | 12.22% | 98.24%-86.0pp | 418.76%-406.5pp | 561.95%-549.7pp |
| Employer contribution / active EE | $2,705 | $5,287-48.8% | $4,934-45.2% | $4,661-42.0% |
| Participant deferral / active EE | $7,024 | $8,427-16.7% | $8,070-13.0% | $6,689+5.0% |
| Admin fee / account holder | $12,727 | $15,053-15.5% | $13,006-2.1% | $13,398-5.0% |