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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 | $23,560 | $123,155-80.9% | $108,753-78.3% | $155,188-84.8% |
| Participation rate | 100.0% | 75.6%+24.4pp | 71.1%+28.9pp | 80.8%+19.2pp |
| Annual return | 57.22% | 44.73%+12.5pp | 37.47%+19.7pp | 148.84%-91.6pp |
| Employer contribution / active EE | $6,537 | $2,811+132.5% | $2,427+169.4% | $4,248+53.9% |
| Participant deferral / active EE | $12,171 | $4,623+163.3% | $4,115+195.8% | $6,531+86.4% |
| Admin fee / account holder | $866 | $12,126-92.9% | $10,320-91.6% | $14,480-94.0% |