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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 | $89,916 | $156,398-42.5% | $147,318-39.0% | $138,895-35.3% |
| Participation rate | 80.0% | 83.8%-3.8pp | 82.1%-2.1pp | 79.9%+0.1pp |
| Annual return | 18.75% | 78.75%-60.0pp | 70.43%-51.7pp | 145.39%-126.6pp |
| Employer contribution / active EE | $4,735 | $4,853-2.4% | $4,593+3.1% | $4,194+12.9% |
| Participant deferral / active EE | $11,261 | $8,237+36.7% | $7,906+42.4% | $6,396+76.1% |
| Admin fee / account holder | $12,405 | $14,976-17.2% | $13,708-9.5% | $12,562-1.3% |