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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 | $184,431 | $155,555+18.6% | $146,866+25.6% | $155,188+18.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 19.80% | 115.41%-95.6pp | 102.85%-83.1pp | 148.84%-129.0pp |
| Employer contribution / active EE | $47,366 | $4,647+919.3% | $4,425+970.5% | $4,248+1015.1% |
| Participant deferral / active EE | $22,634 | $8,044+181.4% | $7,759+191.7% | $6,531+246.6% |
| Admin fee / account holder | $15,233 | $14,755+3.2% | $13,620+11.8% | $14,480+5.2% |