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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 | $91,491 | $108,897-16.0% | $100,378-8.9% | $145,877-37.3% |
| Participation rate | 91.7% | 83.0%+8.7pp | 81.5%+10.2pp | 80.3%+11.4pp |
| Annual return | 13.40% | 58.17%-44.8pp | 49.41%-36.0pp | 551.28%-537.9pp |
| Employer contribution / active EE | $4,024 | $4,420-9.0% | $3,942+2.1% | $4,663-13.7% |
| Participant deferral / active EE | $4,955 | $8,455-41.4% | $8,087-38.7% | $6,691-25.9% |
| Admin fee / account holder | $9,369 | $9,690-3.3% | $7,899+18.6% | $13,402-30.1% |