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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 | $23,355 | $165,399-85.9% | $149,745-84.4% | $158,982-85.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 22.00% | 348.34%-326.3pp | 276.72%-254.7pp | 302.99%-281.0pp |
| Employer contribution / active EE | $15,859 | $5,105+210.7% | $4,646+241.4% | $4,763+233.0% |
| Participant deferral / active EE | $20,142 | $7,183+180.4% | $6,843+194.3% | $5,983+236.6% |
| Admin fee / account holder | $443 | $10,811-95.9% | $9,312-95.2% | $11,252-96.1% |