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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 | $155,555+31.0% | $146,866+38.8% | $155,188+31.3% |
| Participation rate | 88.2% | 84.0%+4.3pp | 82.5%+5.7pp | 80.8%+7.4pp |
| Annual return | 11.22% | 115.41%-104.2pp | 102.85%-91.6pp | 148.84%-137.6pp |
| Employer contribution / active EE | $1,844 | $4,647-60.3% | $4,425-58.3% | $4,248-56.6% |
| Participant deferral / active EE | $9,007 | $8,044+12.0% | $7,759+16.1% | $6,531+37.9% |
| Admin fee / account holder | $42,092 | $14,755+185.3% | $13,620+209.0% | $14,480+190.7% |