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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 | $189,430 | $124,425+52.2% | $112,040+69.1% | $137,256+38.0% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 14.50% | 24.72%-10.2pp | 24.52%-10.0pp | 220.34%-205.8pp |
| Employer contribution / active EE | $50,606 | $3,411+1383.4% | $2,954+1613.2% | $4,156+1117.7% |
| Participant deferral / active EE | $199,524 | $5,718+3389.2% | $5,098+3814.0% | $6,407+3014.3% |
| Admin fee / account holder | $257,311 | $15,207+1592.1% | $12,098+2026.9% | $12,270+1997.0% |