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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 | $132,253 | $165,399-20.0% | $149,745-11.7% | $158,982-16.8% |
| Participation rate | 84.6% | 84.6%0pp | 82.5%+2.1pp | 82.0%+2.6pp |
| Annual return | 14.37% | 348.34%-334.0pp | 276.72%-262.4pp | 302.99%-288.6pp |
| Employer contribution / active EE | $1,563 | $5,105-69.4% | $4,646-66.4% | $4,763-67.2% |
| Participant deferral / active EE | $4,348 | $7,183-39.5% | $6,843-36.5% | $5,983-27.3% |
| Admin fee / account holder | $8,730 | $10,811-19.2% | $9,312-6.2% | $11,252-22.4% |