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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 | $89,687 | $154,228-41.8% | $145,433-38.3% | $137,256-34.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 19.26% | 74.59%-55.3pp | 66.58%-47.3pp | 220.34%-201.1pp |
| Employer contribution / active EE | $15,246 | $4,804+217.4% | $4,554+234.7% | $4,156+266.8% |
| Participant deferral / active EE | $21,985 | $8,216+167.6% | $7,897+178.4% | $6,407+243.1% |
| Admin fee / account holder | $26,979 | $14,344+88.1% | $13,129+105.5% | $12,270+119.9% |