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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 | $29,925 | $156,398-80.9% | $147,318-79.7% | $138,895-78.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 12.96% | 78.75%-65.8pp | 70.43%-57.5pp | 145.39%-132.4pp |
| Employer contribution / active EE | $13,952 | $4,853+187.5% | $4,593+203.8% | $4,194+232.6% |
| Participant deferral / active EE | $49,554 | $8,237+501.6% | $7,906+526.8% | $6,396+674.7% |
| Admin fee / account holder | $20,990 | $14,976+40.2% | $13,708+53.1% | $12,562+67.1% |