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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 | $111,444 | $110,270+1.1% | $96,564+15.4% | $139,500-20.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 15.94% | 26.43%-10.5pp | 25.89%-9.9pp | 373.99%-358.0pp |
| Employer contribution / active EE | $7,097 | $3,623+95.9% | $2,967+139.2% | $4,755+49.3% |
| Participant deferral / active EE | $17,119 | $5,550+208.5% | $4,852+252.8% | $6,713+155.0% |
| Admin fee / account holder | $38,048 | $11,606+227.8% | $8,256+360.8% | $11,410+233.5% |