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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 | $215,820 | $181,062+19.2% | $158,223+36.4% | $155,188+39.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 14.03% | 57.39%-43.4pp | 52.09%-38.1pp | 148.84%-134.8pp |
| Employer contribution / active EE | $22,546 | $4,565+393.9% | $4,109+448.7% | $4,248+430.8% |
| Participant deferral / active EE | $77,975 | $6,134+1171.1% | $5,467+1326.3% | $6,531+1093.9% |
| Admin fee / account holder | $39,859 | $18,825+111.7% | $16,047+148.4% | $14,480+175.3% |