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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 | $155,555-82.6% | $146,866-81.6% | $155,188-82.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 19.07% | 115.41%-96.3pp | 102.85%-83.8pp | 148.84%-129.8pp |
| Employer contribution / active EE | $22,581 | $4,647+386.0% | $4,425+410.3% | $4,248+431.6% |
| Participant deferral / active EE | $40,681 | $8,044+405.7% | $7,759+424.3% | $6,531+522.9% |
| Admin fee / account holder | $2,752 | $14,755-81.4% | $13,620-79.8% | $14,480-81.0% |