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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 | $116,815 | $114,013+2.5% | $103,693+12.7% | $155,188-24.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 80.8%+19.2pp |
| Annual return | 18.56% | 49.31%-30.7pp | 47.61%-29.0pp | 148.84%-130.3pp |
| Employer contribution / active EE | $8,284 | $3,131+164.6% | $2,920+183.7% | $4,248+95.0% |
| Participant deferral / active EE | $18,694 | $4,970+276.2% | $4,579+308.2% | $6,531+186.2% |
| Admin fee / account holder | $13,014 | $8,407+54.8% | $7,858+65.6% | $14,480-10.1% |