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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 | $157,276+23.1% | $141,177+37.2% | $152,885+26.7% |
| Participation rate | 83.3% | 84.8%-1.5pp | 82.5%+0.9pp | 82.5%+0.9pp |
| Annual return | 24.27% | 64.33%-40.1pp | 71.40%-47.1pp | 345.39%-321.1pp |
| Employer contribution / active EE | $19,214 | $5,262+265.2% | $4,736+305.7% | $4,763+303.4% |
| Participant deferral / active EE | $19,214 | $7,110+170.2% | $6,710+186.4% | $5,851+228.4% |
| Admin fee / account holder | $4,710 | $12,123-61.2% | $10,263-54.1% | $11,598-59.4% |