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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 | $147,315 | $135,645+8.6% | $110,243+33.6% | $135,380+8.8% |
| Participation rate | 75.0% | 83.5%-8.5pp | 79.8%-4.8pp | 82.6%-7.6pp |
| Annual return | 8.29% | 513.24%-504.9pp | 314.76%-306.5pp | 519.81%-511.5pp |
| Employer contribution / active EE | $64,695 | $4,907+1218.5% | $3,827+1590.6% | $4,779+1253.8% |
| Participant deferral / active EE | $66,418 | $5,507+1106.0% | $4,672+1321.6% | $5,609+1084.1% |
| Admin fee / account holder | $4,423 | $11,458-61.4% | $8,548-48.3% | $10,828-59.2% |