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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 | $151,828 | $124,351+22.1% | $109,188+39.1% | $167,553-9.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 20.77% | 26.04%-5.3pp | 25.76%-5.0pp | 478.89%-458.1pp |
| Employer contribution / active EE | $38,954 | $4,210+825.3% | $3,723+946.3% | $4,840+704.9% |
| Participant deferral / active EE | $0 | $5,257-100.0% | $4,654-100.0% | $6,343-100.0% |
| Admin fee / account holder | $8,441 | $7,975+5.8% | $6,755+25.0% | $12,316-31.5% |