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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 | $110,952 | $102,828+7.9% | $105,387+5.3% | $152,897-27.4% |
| Participation rate | 83.3% | 83.8%-0.4pp | 82.6%+0.8pp | 82.5%+0.9pp |
| Annual return | 24.55% | 20.85%+3.7pp | 26.82%-2.3pp | 345.43%-320.9pp |
| Employer contribution / active EE | $6,475 | $4,473+44.8% | $4,213+53.7% | $4,764+35.9% |
| Participant deferral / active EE | $12,628 | $5,465+131.1% | $5,502+129.5% | $5,851+115.8% |
| Admin fee / account holder | $9,226 | $8,683+6.3% | $6,559+40.7% | $11,599-20.5% |