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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 | $51,852 | $185,312-72.0% | $161,489-67.9% | $154,746-66.5% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 15.62% | 103.84%-88.2pp | 89.72%-74.1pp | 172.34%-156.7pp |
| Employer contribution / active EE | $5,574 | $4,769+16.9% | $4,268+30.6% | $4,379+27.3% |
| Participant deferral / active EE | $18,823 | $6,350+196.4% | $5,630+234.3% | $6,730+179.7% |
| Admin fee / account holder | $3,967 | $18,654-78.7% | $16,006-75.2% | $14,365-72.4% |