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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 | $102,755 | $196,972-47.8% | $182,262-43.6% | $198,609-48.3% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 17.59% | 158.27%-140.7pp | 140.60%-123.0pp | 202.70%-185.1pp |
| Employer contribution / active EE | $7,306 | $5,364+36.2% | $5,046+44.8% | $5,055+44.5% |
| Participant deferral / active EE | $34,278 | $8,643+296.6% | $8,276+314.2% | $6,977+391.3% |
| Admin fee / account holder | $773 | $18,429-95.8% | $16,712-95.4% | $19,030-95.9% |