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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 | $30,562 | $156,398-80.5% | $147,318-79.3% | $138,895-78.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 17.41% | 78.75%-61.3pp | 70.43%-53.0pp | 145.39%-128.0pp |
| Employer contribution / active EE | $8,479 | $4,853+74.7% | $4,593+84.6% | $4,194+102.2% |
| Participant deferral / active EE | $10,631 | $8,237+29.1% | $7,906+34.5% | $6,396+66.2% |
| Admin fee / account holder | $2,301 | $14,976-84.6% | $13,708-83.2% | $12,562-81.7% |