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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 | $34,519 | $196,972-82.5% | $182,262-81.1% | $198,609-82.6% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 18.83% | 158.27%-139.4pp | 140.60%-121.8pp | 202.70%-183.9pp |
| Employer contribution / active EE | $8,441 | $5,364+57.4% | $5,046+67.3% | $5,055+67.0% |
| Participant deferral / active EE | $39,537 | $8,643+357.5% | $8,276+377.7% | $6,977+466.7% |
| Admin fee / account holder | $1,673 | $18,429-90.9% | $16,712-90.0% | $19,030-91.2% |