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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 | $242,915 | $166,089+46.3% | $164,928+47.3% | $145,978+66.4% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.6%-3.6pp | 80.3%-5.3pp |
| Annual return | 9.25% | 100.26%-91.0pp | 70.08%-60.8pp | 550.52%-541.3pp |
| Employer contribution / active EE | $34,049 | $5,276+545.3% | $4,343+683.9% | $4,662+630.4% |
| Participant deferral / active EE | $2,904 | $6,961-58.3% | $6,034-51.9% | $6,690-56.6% |
| Admin fee / account holder | $268,674 | $16,641+1514.6% | $12,684+2018.1% | $13,400+1905.0% |