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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 | $227,399-80.8% | $189,758-77.0% | $198,609-78.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 17.97% | 61.03%-43.1pp | 52.62%-34.6pp | 202.70%-184.7pp |
| Employer contribution / active EE | $34,258 | $5,526+519.9% | $4,767+618.7% | $5,055+577.7% |
| Participant deferral / active EE | $31,990 | $6,837+367.9% | $5,856+446.3% | $6,977+358.5% |
| Admin fee / account holder | $377 | $25,162-98.5% | $20,388-98.2% | $19,030-98.0% |