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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 | $39,083 | $196,972-80.2% | $182,262-78.6% | $198,609-80.3% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 18.48% | 158.27%-139.8pp | 140.60%-122.1pp | 202.70%-184.2pp |
| Employer contribution / active EE | $6,706 | $5,364+25.0% | $5,046+32.9% | $5,055+32.7% |
| Participant deferral / active EE | $13,951 | $8,643+61.4% | $8,276+68.6% | $6,977+100.0% |
| Admin fee / account holder | $4,738 | $18,429-74.3% | $16,712-71.6% | $19,030-75.1% |