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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 | $203,783 | $196,972+3.5% | $182,262+11.8% | $198,609+2.6% |
| Participation rate | 88.2% | 85.7%+2.5pp | 84.2%+4.0pp | 82.4%+5.9pp |
| Annual return | 11.22% | 158.27%-147.1pp | 140.60%-129.4pp | 202.70%-191.5pp |
| Employer contribution / active EE | $1,844 | $5,364-65.6% | $5,046-63.5% | $5,055-63.5% |
| Participant deferral / active EE | $9,007 | $8,643+4.2% | $8,276+8.8% | $6,977+29.1% |
| Admin fee / account holder | $42,092 | $18,429+128.4% | $16,712+151.9% | $19,030+121.2% |