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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 | $156,398-82.1% | $147,318-81.0% | $138,895-79.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 13.84% | 78.75%-64.9pp | 70.43%-56.6pp | 145.39%-131.6pp |
| Employer contribution / active EE | $21,465 | $4,853+342.3% | $4,593+367.4% | $4,194+411.8% |
| Participant deferral / active EE | $73,946 | $8,237+797.7% | $7,906+835.3% | $6,396+1056.1% |
| Admin fee / account holder | $21,001 | $14,976+40.2% | $13,708+53.2% | $12,562+67.2% |