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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 | $100,847 | $165,381-39.0% | $149,730-32.6% | $158,966-36.6% |
| Participation rate | 91.7% | 84.6%+7.1pp | 82.5%+9.2pp | 82.0%+9.7pp |
| Annual return | 11.47% | 348.29%-336.8pp | 276.70%-265.2pp | 302.95%-291.5pp |
| Employer contribution / active EE | $2,716 | $5,104-46.8% | $4,645-41.5% | $4,762-43.0% |
| Participant deferral / active EE | $11,635 | $7,182+62.0% | $6,843+70.0% | $5,983+94.5% |
| Admin fee / account holder | $4,031 | $10,809-62.7% | $9,310-56.7% | $11,250-64.2% |