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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 | $160,040+4.0% | $147,096+13.1% | $145,877+14.1% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.2%+6.7pp | 80.3%+8.6pp |
| Annual return | 12.22% | 98.49%-86.3pp | 419.75%-407.5pp | 551.28%-539.1pp |
| Employer contribution / active EE | $2,705 | $5,289-48.9% | $4,936-45.2% | $4,663-42.0% |
| Participant deferral / active EE | $7,024 | $8,429-16.7% | $8,071-13.0% | $6,691+5.0% |
| Admin fee / account holder | $12,727 | $15,050-15.4% | $13,005-2.1% | $13,402-5.0% |