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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 | $162,136-55.0% | $152,301-52.1% | $154,746-52.8% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 16.34% | 91.02%-74.7pp | 80.50%-64.2pp | 172.34%-156.0pp |
| Employer contribution / active EE | $17,585 | $4,890+259.6% | $4,624+280.3% | $4,379+301.6% |
| Participant deferral / active EE | $27,932 | $8,341+234.9% | $8,004+249.0% | $6,730+315.0% |
| Admin fee / account holder | $17,054 | $15,759+8.2% | $14,398+18.4% | $14,365+18.7% |