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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 | $83,283 | $182,442-54.4% | $163,379-49.0% | $138,895-40.0% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.8%+23.2pp | 79.9%+20.1pp |
| Annual return | 16.42% | 72.74%-56.3pp | 63.41%-47.0pp | 145.39%-129.0pp |
| Employer contribution / active EE | $14,229 | $4,159+242.1% | $3,752+279.2% | $4,194+239.3% |
| Participant deferral / active EE | $19,500 | $6,817+186.1% | $6,282+210.4% | $6,396+204.9% |
| Admin fee / account holder | $28,444 | $10,396+173.6% | $9,818+189.7% | $12,562+126.4% |