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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 | $97,289+104.3% | $92,805+114.2% | $155,188+28.1% |
| Participation rate | 100.0% | 84.2%+15.8pp | 83.5%+16.5pp | 80.8%+19.2pp |
| Annual return | 14.94% | 29.03%-14.1pp | 31.59%-16.6pp | 148.84%-133.9pp |
| Employer contribution / active EE | $6,800 | $3,632+87.2% | $3,424+98.6% | $4,248+60.1% |
| Participant deferral / active EE | $11,109 | $8,795+26.3% | $8,448+31.5% | $6,531+70.1% |
| Admin fee / account holder | $25,741 | $12,015+114.2% | $10,911+135.9% | $14,480+77.8% |