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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 | $181,062-71.4% | $158,223-67.2% | $155,188-66.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 15.62% | 57.39%-41.8pp | 52.09%-36.5pp | 148.84%-133.2pp |
| Employer contribution / active EE | $5,574 | $4,565+22.1% | $4,109+35.7% | $4,248+31.2% |
| Participant deferral / active EE | $18,823 | $6,134+206.8% | $5,467+244.3% | $6,531+188.2% |
| Admin fee / account holder | $3,967 | $18,825-78.9% | $16,047-75.3% | $14,480-72.6% |