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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 | $32,855 | $154,228-78.7% | $145,433-77.4% | $137,256-76.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 13.24% | 74.59%-61.3pp | 66.58%-53.3pp | 220.34%-207.1pp |
| Employer contribution / active EE | $119,674 | $4,804+2391.1% | $4,554+2527.6% | $4,156+2779.5% |
| Participant deferral / active EE | $198,009 | $8,216+2309.9% | $7,897+2407.3% | $6,407+2990.6% |
| Admin fee / account holder | $25,010 | $14,344+74.4% | $13,129+90.5% | $12,270+103.8% |