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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 | $145,961 | $154,228-5.4% | $145,433+0.4% | $137,256+6.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 16.93% | 74.59%-57.7pp | 66.58%-49.6pp | 220.34%-203.4pp |
| Employer contribution / active EE | $70,159 | $4,804+1360.4% | $4,554+1440.4% | $4,156+1588.1% |
| Participant deferral / active EE | $46,528 | $8,216+466.3% | $7,897+489.2% | $6,407+626.2% |
| Admin fee / account holder | $91,775 | $14,344+539.8% | $13,129+599.0% | $12,270+648.0% |