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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 | $101,616 | $111,814-9.1% | $103,378-1.7% | $145,978-30.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 17.24% | 24.80%-7.6pp | 24.91%-7.7pp | 550.52%-533.3pp |
| Employer contribution / active EE | $124,908 | $4,215+2863.4% | $3,870+3127.3% | $4,662+2579.4% |
| Participant deferral / active EE | $104,893 | $5,618+1767.1% | $5,058+1973.9% | $6,690+1468.0% |
| Admin fee / account holder | $5,639 | $9,764-42.2% | $8,401-32.9% | $13,400-57.9% |