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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 | $18,081 | $155,555-88.4% | $146,866-87.7% | $155,188-88.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 12.01% | 115.41%-103.4pp | 102.85%-90.8pp | 148.84%-136.8pp |
| Employer contribution / active EE | $22,214 | $4,647+378.1% | $4,425+402.0% | $4,248+423.0% |
| Participant deferral / active EE | $29,341 | $8,044+264.7% | $7,759+278.1% | $6,531+349.2% |
| Admin fee / account holder | $32,791 | $14,755+122.2% | $13,620+140.8% | $14,480+126.5% |