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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 | $48,259 | $227,566-78.8% | $189,558-74.5% | $167,518-71.2% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.5%+21.5pp | 82.1%+17.9pp |
| Annual return | 16.59% | 78.43%-61.8pp | 64.19%-47.6pp | 478.71%-462.1pp |
| Employer contribution / active EE | $5,617 | $5,316+5.7% | $4,412+27.3% | $4,838+16.1% |
| Participant deferral / active EE | $17,298 | $7,002+147.0% | $6,174+180.2% | $6,342+172.7% |
| Admin fee / account holder | $3,554 | $11,881-70.1% | $9,809-63.8% | $12,312-71.1% |