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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 | $130,700 | $227,597-42.6% | $189,575-31.1% | $167,536-22.0% |
| Participation rate | 81.8% | 82.5%-0.7pp | 78.4%+3.4pp | 82.1%-0.3pp |
| Annual return | 11.10% | 78.44%-67.3pp | 64.19%-53.1pp | 478.82%-467.7pp |
| Employer contribution / active EE | $18,357 | $5,316+245.3% | $4,412+316.1% | $4,839+279.4% |
| Participant deferral / active EE | $33,147 | $7,002+373.4% | $6,174+436.9% | $6,342+422.6% |
| Admin fee / account holder | $10,488 | $11,877-11.7% | $9,806+7.0% | $12,315-14.8% |