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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 | $134,406 | $154,228-12.9% | $145,433-7.6% | $137,256-2.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 16.56% | 74.59%-58.0pp | 66.58%-50.0pp | 220.34%-203.8pp |
| Employer contribution / active EE | $38,000 | $4,804+691.0% | $4,554+734.3% | $4,156+814.3% |
| Participant deferral / active EE | $11,520 | $8,216+40.2% | $7,897+45.9% | $6,407+79.8% |
| Admin fee / account holder | $1,718 | $14,344-88.0% | $13,129-86.9% | $12,270-86.0% |