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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 | $193,641 | $157,296+23.1% | $141,191+37.1% | $152,897+26.6% |
| Participation rate | 83.3% | 84.8%-1.5pp | 82.5%+0.9pp | 82.5%+0.9pp |
| Annual return | 24.27% | 64.34%-40.1pp | 71.41%-47.1pp | 345.43%-321.2pp |
| Employer contribution / active EE | $19,214 | $5,262+265.1% | $4,736+305.7% | $4,764+303.4% |
| Participant deferral / active EE | $19,214 | $7,111+170.2% | $6,710+186.3% | $5,851+228.4% |
| Admin fee / account holder | $4,710 | $12,125-61.2% | $10,264-54.1% | $11,599-59.4% |