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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 | $112,568 | $103,392+8.9% | $87,104+29.2% | $152,897-26.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 18.83% | 28.10%-9.3pp | 28.19%-9.4pp | 345.43%-326.6pp |
| Employer contribution / active EE | $7,662 | $3,221+137.9% | $2,521+203.9% | $4,764+60.8% |
| Participant deferral / active EE | $23,000 | $4,778+381.3% | $4,048+468.1% | $5,851+293.1% |
| Admin fee / account holder | $3,144 | $12,194-74.2% | $7,491-58.0% | $11,599-72.9% |