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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 | $81,664+15.2% | $70,476+33.5% | $158,966-40.8% |
| Participation rate | 80.0% | 77.7%+2.3pp | 75.1%+4.9pp | 82.0%-2.0pp |
| Annual return | 14.85% | 208.59%-193.7pp | 109.12%-94.3pp | 302.95%-288.1pp |
| Employer contribution / active EE | $7,197 | $3,219+123.6% | $2,738+162.9% | $4,762+51.1% |
| Participant deferral / active EE | $10,128 | $4,556+122.3% | $3,710+173.0% | $5,983+69.3% |
| Admin fee / account holder | $1,495 | $6,197-75.9% | $3,847-61.1% | $11,250-86.7% |