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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 | $43,684 | $172,111-74.6% | $150,298-70.9% | $137,256-68.2% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 17.97% | 69.37%-51.4pp | 62.79%-44.8pp | 220.34%-202.4pp |
| Employer contribution / active EE | $34,258 | $4,636+638.9% | $4,154+724.7% | $4,156+724.3% |
| Participant deferral / active EE | $31,990 | $6,166+418.8% | $5,453+486.7% | $6,407+399.3% |
| Admin fee / account holder | $377 | $16,471-97.7% | $14,116-97.3% | $12,270-96.9% |