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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 | $17,310 | $154,228-88.8% | $145,433-88.1% | $137,256-87.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 14.32% | 74.59%-60.3pp | 66.58%-52.3pp | 220.34%-206.0pp |
| Employer contribution / active EE | $12,455 | $4,804+159.3% | $4,554+173.5% | $4,156+199.7% |
| Participant deferral / active EE | $21,041 | $8,216+156.1% | $7,897+166.4% | $6,407+228.4% |
| Admin fee / account holder | $10,822 | $14,344-24.6% | $13,129-17.6% | $12,270-11.8% |