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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 | $33,736 | $154,228-78.1% | $145,433-76.8% | $137,256-75.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 16.06% | 74.59%-58.5pp | 66.58%-50.5pp | 220.34%-204.3pp |
| Employer contribution / active EE | $86,325 | $4,804+1696.9% | $4,554+1795.4% | $4,156+1977.1% |
| Participant deferral / active EE | $142,045 | $8,216+1628.8% | $7,897+1698.6% | $6,407+2117.1% |
| Admin fee / account holder | $7,080 | $14,344-50.6% | $13,129-46.1% | $12,270-42.3% |