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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 | $95,821 | $154,228-37.9% | $145,433-34.1% | $137,256-30.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 13.25% | 74.59%-61.3pp | 66.58%-53.3pp | 220.34%-207.1pp |
| Employer contribution / active EE | $3,803 | $4,804-20.8% | $4,554-16.5% | $4,156-8.5% |
| Participant deferral / active EE | $9,481 | $8,216+15.4% | $7,897+20.1% | $6,407+48.0% |
| Admin fee / account holder | $15,448 | $14,344+7.7% | $13,129+17.7% | $12,270+25.9% |