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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 | $87,013 | $227,291-61.7% | $214,702-59.5% | $155,188-43.9% |
| Participation rate | 100.0% | 88.0%+12.0pp | 87.5%+12.5pp | 80.8%+19.2pp |
| Annual return | 16.22% | 60.08%-43.9pp | 54.55%-38.3pp | 148.84%-132.6pp |
| Employer contribution / active EE | $3,438 | $6,772-49.2% | $6,461-46.8% | $4,248-19.1% |
| Participant deferral / active EE | $9,414 | $9,582-1.8% | $9,147+2.9% | $6,531+44.1% |
| Admin fee / account holder | $19,194 | $20,413-6.0% | $19,830-3.2% | $14,480+32.6% |