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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 | $29,448 | $162,136-81.8% | $152,301-80.7% | $154,746-81.0% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 18.97% | 91.02%-72.1pp | 80.50%-61.5pp | 172.34%-153.4pp |
| Employer contribution / active EE | $5,287 | $4,890+8.1% | $4,624+14.3% | $4,379+20.7% |
| Participant deferral / active EE | $15,940 | $8,341+91.1% | $8,004+99.2% | $6,730+136.8% |
| Admin fee / account holder | $2,663 | $15,759-83.1% | $14,398-81.5% | $14,365-81.5% |