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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 | $137,810 | $184,014-25.1% | $161,149-14.5% | $138,895-0.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.8%+21.2pp | 79.9%+20.1pp |
| Annual return | 39.67% | 21.52%+18.1pp | 21.16%+18.5pp | 145.39%-105.7pp |
| Employer contribution / active EE | $32,096 | $5,055+534.9% | $4,360+636.1% | $4,194+665.2% |
| Participant deferral / active EE | $62,369 | $6,909+802.7% | $6,153+913.6% | $6,396+875.1% |
| Admin fee / account holder | $68,883 | $18,027+282.1% | $15,194+353.3% | $12,562+448.3% |