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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 | $107,666+84.6% | $102,184+94.5% | $154,746+28.4% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.6%+17.4pp | 80.7%+19.3pp |
| Annual return | 14.94% | 29.33%-14.4pp | 31.58%-16.6pp | 172.34%-157.4pp |
| Employer contribution / active EE | $6,800 | $3,846+76.8% | $3,594+89.2% | $4,379+55.3% |
| Participant deferral / active EE | $11,109 | $8,719+27.4% | $8,309+33.7% | $6,730+65.1% |
| Admin fee / account holder | $25,741 | $12,943+98.9% | $11,609+121.7% | $14,365+79.2% |