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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 | $170,368 | $755,339-77.4% | $379,746-55.1% | $158,966+7.2% |
| Participation rate | 100.0% | 81.8%+18.2pp | 78.4%+21.6pp | 82.0%+18.0pp |
| Annual return | 12.17% | 53.41%-41.2pp | 34.90%-22.7pp | 302.95%-290.8pp |
| Employer contribution / active EE | $4,741 | $4,685+1.2% | $3,540+33.9% | $4,762-0.5% |
| Participant deferral / active EE | $9,814 | $7,938+23.6% | $6,024+62.9% | $5,983+64.0% |
| Admin fee / account holder | $18,472 | $14,482+27.6% | $7,927+133.0% | $11,250+64.2% |