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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 | $27,031 | $156,398-82.7% | $147,318-81.7% | $138,895-80.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 19.07% | 78.75%-59.7pp | 70.43%-51.4pp | 145.39%-126.3pp |
| Employer contribution / active EE | $22,581 | $4,853+365.3% | $4,593+391.7% | $4,194+438.4% |
| Participant deferral / active EE | $40,681 | $8,237+393.9% | $7,906+414.5% | $6,396+536.0% |
| Admin fee / account holder | $2,752 | $14,976-81.6% | $13,708-79.9% | $12,562-78.1% |