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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 | $69,703 | $174,379-60.0% | $152,093-54.2% | $138,895-49.8% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 17.04% | 74.86%-57.8pp | 66.36%-49.3pp | 145.39%-128.4pp |
| Employer contribution / active EE | $41,861 | $4,652+799.9% | $4,175+902.7% | $4,194+898.0% |
| Participant deferral / active EE | $92,042 | $6,159+1394.4% | $5,451+1588.4% | $6,396+1339.0% |
| Admin fee / account holder | $3,068 | $16,880-81.8% | $14,497-78.8% | $12,562-75.6% |