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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 | $162,136-83.3% | $152,301-82.3% | $154,746-82.5% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 19.07% | 91.02%-72.0pp | 80.50%-61.4pp | 172.34%-153.3pp |
| Employer contribution / active EE | $22,581 | $4,890+361.8% | $4,624+388.3% | $4,379+415.7% |
| Participant deferral / active EE | $40,681 | $8,341+387.7% | $8,004+408.3% | $6,730+504.4% |
| Admin fee / account holder | $2,752 | $15,759-82.5% | $14,398-80.9% | $14,365-80.8% |