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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 | $46,542 | $123,000-62.2% | $105,582-55.9% | $198,609-76.6% |
| Participation rate | 100.0% | 76.8%+23.2pp | 71.8%+28.2pp | 82.4%+17.6pp |
| Annual return | 10.62% | 18.31%-7.7pp | 18.61%-8.0pp | 202.70%-192.1pp |
| Employer contribution / active EE | $29,146 | $3,582+713.7% | $2,984+876.8% | $5,055+476.5% |
| Participant deferral / active EE | $30,657 | $5,013+511.6% | $4,353+604.2% | $6,977+339.4% |
| Admin fee / account holder | $11,832 | $16,254-27.2% | $12,856-8.0% | $19,030-37.8% |