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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 | $31,437 | $176,105-82.1% | $159,474-80.3% | $167,536-81.2% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 12.82% | 331.91%-319.1pp | 263.68%-250.9pp | 478.82%-466.0pp |
| Employer contribution / active EE | $10,348 | $5,299+95.3% | $4,831+114.2% | $4,839+113.8% |
| Participant deferral / active EE | $15,898 | $7,751+105.1% | $7,353+116.2% | $6,342+150.7% |
| Admin fee / account holder | $10,858 | $12,559-13.5% | $10,802+0.5% | $12,315-11.8% |