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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 | $128,702 | $123,412+4.3% | $69,460+85.3% | $145,978-11.8% |
| Participation rate | 100.0% | 69.2%+30.8pp | 66.4%+33.6pp | 80.3%+19.7pp |
| Annual return | 8.49% | 191.25%-182.8pp | 100.80%-92.3pp | 550.52%-542.0pp |
| Employer contribution / active EE | $4,706 | $2,684+75.4% | $1,714+174.6% | $4,662+0.9% |
| Participant deferral / active EE | $23,253 | $4,240+448.5% | $2,890+704.7% | $6,690+247.6% |
| Admin fee / account holder | $6,860 | $7,816-12.2% | $4,695+46.1% | $13,400-48.8% |