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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 | $100,105 | $155,555-35.6% | $146,866-31.8% | $155,188-35.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 12.21% | 115.41%-103.2pp | 102.85%-90.6pp | 148.84%-136.6pp |
| Employer contribution / active EE | $10,787 | $4,647+132.1% | $4,425+143.8% | $4,248+153.9% |
| Participant deferral / active EE | $0 | $8,044-100.0% | $7,759-100.0% | $6,531-100.0% |
| Admin fee / account holder | $32,356 | $14,755+119.3% | $13,620+137.6% | $14,480+123.5% |