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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 | $22,582 | $110,337-79.5% | $102,383-77.9% | $145,877-84.5% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.5%+0.5pp | 80.3%-5.3pp |
| Annual return | 33.95% | 24.83%+9.1pp | 24.94%+9.0pp | 551.28%-517.3pp |
| Employer contribution / active EE | $15,575 | $4,216+269.4% | $3,870+302.4% | $4,663+234.0% |
| Participant deferral / active EE | $25,594 | $5,621+355.4% | $5,060+405.8% | $6,691+282.5% |
| Admin fee / account holder | $2,077 | $9,750-78.7% | $8,391-75.2% | $13,402-84.5% |