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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 | $208,088-60.0% | $186,193-55.3% | $154,746-46.2% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.1%+22.9pp | 80.7%+19.3pp |
| Annual return | 16.42% | 89.97%-73.6pp | 78.03%-61.6pp | 172.34%-155.9pp |
| Employer contribution / active EE | $14,229 | $4,340+227.9% | $3,918+263.2% | $4,379+224.9% |
| Participant deferral / active EE | $19,500 | $7,078+175.5% | $6,513+199.4% | $6,730+189.7% |
| Admin fee / account holder | $28,444 | $11,698+143.1% | $11,058+157.2% | $14,365+98.0% |