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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 | $74,907 | $156,398-52.1% | $147,318-49.2% | $138,895-46.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 16.93% | 78.75%-61.8pp | 70.43%-53.5pp | 145.39%-128.5pp |
| Employer contribution / active EE | $5,602 | $4,853+15.4% | $4,593+22.0% | $4,194+33.6% |
| Participant deferral / active EE | $10,494 | $8,237+27.4% | $7,906+32.7% | $6,396+64.1% |
| Admin fee / account holder | $550 | $14,976-96.3% | $13,708-96.0% | $12,562-95.6% |