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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 | $148,255 | $156,398-5.2% | $147,318+0.6% | $138,895+6.7% |
| Participation rate | 88.9% | 83.8%+5.1pp | 82.1%+6.8pp | 79.9%+9.0pp |
| Annual return | 15.59% | 78.75%-63.2pp | 70.43%-54.8pp | 145.39%-129.8pp |
| Employer contribution / active EE | $5,380 | $4,853+10.9% | $4,593+17.1% | $4,194+28.3% |
| Participant deferral / active EE | $43,518 | $8,237+428.3% | $7,906+450.4% | $6,396+580.4% |
| Admin fee / account holder | $3,320 | $14,976-77.8% | $13,708-75.8% | $12,562-73.6% |