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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 | $154,686 | $199,109-22.3% | $173,730-11.0% | $154,7460% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 9.59% | 20.02%-10.4pp | 19.96%-10.4pp | 172.34%-162.8pp |
| Employer contribution / active EE | $2,940 | $5,311-44.6% | $4,577-35.8% | $4,379-32.9% |
| Participant deferral / active EE | $36,085 | $7,113+407.3% | $6,326+470.4% | $6,730+436.2% |
| Admin fee / account holder | $1,386 | $20,916-93.4% | $17,523-92.1% | $14,365-90.3% |