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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 | $156,616-77.9% | $133,346-74.1% | $198,609-82.6% |
| Participation rate | 100.0% | 77.7%+22.3pp | 72.8%+27.2pp | 82.4%+17.6pp |
| Annual return | 13.78% | 44.25%-30.5pp | 36.85%-23.1pp | 202.70%-188.9pp |
| Employer contribution / active EE | $16,771 | $3,368+398.0% | $2,853+487.7% | $5,055+231.7% |
| Participant deferral / active EE | $36,530 | $4,920+642.5% | $4,332+743.2% | $6,977+423.6% |
| Admin fee / account holder | $15,201 | $17,468-13.0% | $14,264+6.6% | $19,030-20.1% |