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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 | $123,662 | $209,336-40.9% | $197,124-37.3% | $137,256-9.9% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 16.78% | 48.09%-31.3pp | 44.34%-27.6pp | 220.34%-203.6pp |
| Employer contribution / active EE | $28,203 | $6,591+327.9% | $6,227+352.9% | $4,156+578.6% |
| Participant deferral / active EE | $40,668 | $9,614+323.0% | $9,135+345.2% | $6,407+534.8% |
| Admin fee / account holder | $14,570 | $17,308-15.8% | $16,298-10.6% | $12,270+18.7% |