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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 | $88,665 | $162,136-45.3% | $152,301-41.8% | $154,746-42.7% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 12.02% | 91.02%-79.0pp | 80.50%-68.5pp | 172.34%-160.3pp |
| Employer contribution / active EE | $5,530 | $4,890+13.1% | $4,624+19.6% | $4,379+26.3% |
| Participant deferral / active EE | $26,375 | $8,341+216.2% | $8,004+229.5% | $6,730+291.9% |
| Admin fee / account holder | $29,735 | $15,759+88.7% | $14,398+106.5% | $14,365+107.0% |