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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 | $129,856 | $134,817-3.7% | $123,973+4.7% | $155,188-16.3% |
| Participation rate | 84.2% | 79.4%+4.8pp | 76.7%+7.6pp | 80.8%+3.4pp |
| Annual return | 16.42% | 515.49%-499.1pp | 388.13%-371.7pp | 148.84%-132.4pp |
| Employer contribution / active EE | $0 | $4,425-100.0% | $4,126-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $0 | $5,706-100.0% | $5,247-100.0% | $6,531-100.0% |
| Admin fee / account holder | $15,262 | $13,245+15.2% | $11,799+29.4% | $14,480+5.4% |