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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 | $177,043 | $210,908-16.1% | $153,643+15.2% | $145,884+21.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 8.52% | 13.46%-4.9pp | 15.71%-7.2pp | 551.85%-543.3pp |
| Employer contribution / active EE | $7,829 | $6,055+29.3% | $5,039+55.4% | $4,662+67.9% |
| Participant deferral / active EE | $23,000 | $7,976+188.4% | $6,754+240.5% | $6,690+243.8% |
| Admin fee / account holder | $96,491 | $19,477+395.4% | $12,739+657.4% | $13,392+620.5% |