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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 | $122,082 | $209,336-41.7% | $197,124-38.1% | $137,256-11.1% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 15.28% | 48.09%-32.8pp | 44.34%-29.1pp | 220.34%-205.1pp |
| Employer contribution / active EE | $35,324 | $6,591+436.0% | $6,227+467.2% | $4,156+749.9% |
| Participant deferral / active EE | $69,235 | $9,614+620.1% | $9,135+657.9% | $6,407+980.6% |
| Admin fee / account holder | $31,608 | $17,308+82.6% | $16,298+93.9% | $12,270+157.6% |