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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 | $27,995 | $162,136-82.7% | $152,301-81.6% | $154,746-81.9% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 13.84% | 91.02%-77.2pp | 80.50%-66.7pp | 172.34%-158.5pp |
| Employer contribution / active EE | $21,465 | $4,890+338.9% | $4,624+364.2% | $4,379+390.2% |
| Participant deferral / active EE | $73,946 | $8,341+786.6% | $8,004+823.9% | $6,730+998.7% |
| Admin fee / account holder | $21,001 | $15,759+33.3% | $14,398+45.9% | $14,365+46.2% |