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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 | $94,056 | $81,643+15.2% | $70,462+33.5% | $158,950-40.8% |
| Participation rate | 80.0% | 77.7%+2.3pp | 75.1%+4.9pp | 82.0%-2.0pp |
| Annual return | 14.85% | 208.51%-193.7pp | 109.08%-94.2pp | 302.91%-288.1pp |
| Employer contribution / active EE | $7,197 | $3,218+123.7% | $2,737+162.9% | $4,762+51.1% |
| Participant deferral / active EE | $10,128 | $4,555+122.4% | $3,710+173.0% | $5,983+69.3% |
| Admin fee / account holder | $1,495 | $6,194-75.9% | $3,845-61.1% | $11,248-86.7% |