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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 | $126,661+49.6% | $113,397+67.1% | $138,895+36.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.5%+23.5pp | 79.9%+20.1pp |
| Annual return | 14.50% | 25.05%-10.6pp | 23.20%-8.7pp | 145.39%-130.9pp |
| Employer contribution / active EE | $50,606 | $3,456+1364.2% | $2,977+1599.8% | $4,194+1106.6% |
| Participant deferral / active EE | $199,524 | $5,693+3405.0% | $5,076+3830.4% | $6,396+3019.4% |
| Admin fee / account holder | $257,311 | $14,549+1668.5% | $11,957+2052.0% | $12,562+1948.3% |