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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 | $39,267 | $100,970-61.1% | $96,576-59.3% | $137,256-71.4% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 18.63% | 38.16%-19.5pp | 38.47%-19.8pp | 220.34%-201.7pp |
| Employer contribution / active EE | $36,834 | $3,809+867.0% | $3,553+936.7% | $4,156+786.3% |
| Participant deferral / active EE | $52,432 | $8,286+532.7% | $7,956+559.0% | $6,407+718.4% |
| Admin fee / account holder | $7,548 | $11,312-33.3% | $11,381-33.7% | $12,270-38.5% |