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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 | $34,593 | $124,980-72.3% | $108,359-68.1% | $154,746-77.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 13.78% | 45.00%-31.2pp | 36.89%-23.1pp | 172.34%-158.6pp |
| Employer contribution / active EE | $16,771 | $2,851+488.3% | $2,399+598.9% | $4,379+283.0% |
| Participant deferral / active EE | $36,530 | $4,743+670.2% | $4,137+783.0% | $6,730+442.8% |
| Admin fee / account holder | $15,201 | $11,502+32.2% | $9,741+56.1% | $14,365+5.8% |