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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 | $72,972 | $196,972-63.0% | $182,262-60.0% | $198,609-63.3% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 16.34% | 158.27%-141.9pp | 140.60%-124.3pp | 202.70%-186.4pp |
| Employer contribution / active EE | $17,585 | $5,364+227.9% | $5,046+248.5% | $5,055+247.8% |
| Participant deferral / active EE | $27,932 | $8,643+223.2% | $8,276+237.5% | $6,977+300.4% |
| Admin fee / account holder | $17,054 | $18,429-7.5% | $16,712+2.0% | $19,030-10.4% |