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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 | $198,761 | $100,970+96.9% | $96,576+105.8% | $137,256+44.8% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 14.94% | 38.16%-23.2pp | 38.47%-23.5pp | 220.34%-205.4pp |
| Employer contribution / active EE | $6,800 | $3,809+78.5% | $3,553+91.4% | $4,156+63.6% |
| Participant deferral / active EE | $11,109 | $8,286+34.1% | $7,956+39.6% | $6,407+73.4% |
| Admin fee / account holder | $25,741 | $11,312+127.6% | $11,381+126.2% | $12,270+109.8% |