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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 | $72,864 | $148,629-51.0% | $135,982-46.4% | $139,487-47.8% |
| Participation rate | 83.3% | 83.9%-0.5pp | 81.9%+1.4pp | 80.3%+3.0pp |
| Annual return | 21.41% | 79.33%-57.9pp | 68.32%-46.9pp | 373.84%-352.4pp |
| Employer contribution / active EE | $4,660 | $5,247-11.2% | $4,859-4.1% | $4,755-2.0% |
| Participant deferral / active EE | $12,760 | $8,102+57.5% | $7,760+64.4% | $6,713+90.1% |
| Admin fee / account holder | $6,465 | $12,406-47.9% | $10,767-40.0% | $11,407-43.3% |