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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 | $115,481 | $126,661-8.8% | $113,397+1.8% | $138,895-16.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.5%+23.5pp | 79.9%+20.1pp |
| Annual return | 16.23% | 25.05%-8.8pp | 23.20%-7.0pp | 145.39%-129.2pp |
| Employer contribution / active EE | $9,171 | $3,456+165.3% | $2,977+208.0% | $4,194+118.7% |
| Participant deferral / active EE | $17,351 | $5,693+204.8% | $5,076+241.8% | $6,396+171.3% |
| Admin fee / account holder | $15,418 | $14,549+6.0% | $11,957+29.0% | $12,562+22.7% |