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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 | $36,030 | $172,111-79.1% | $150,298-76.0% | $137,256-73.7% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 16.64% | 69.37%-52.7pp | 62.79%-46.2pp | 220.34%-203.7pp |
| Employer contribution / active EE | $16,253 | $4,636+250.6% | $4,154+291.3% | $4,156+291.1% |
| Participant deferral / active EE | $9,147 | $6,166+48.4% | $5,453+67.8% | $6,407+42.8% |
| Admin fee / account holder | $606 | $16,471-96.3% | $14,116-95.7% | $12,270-95.1% |