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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 | $45,732 | $162,136-71.8% | $152,301-70.0% | $154,746-70.4% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 12.35% | 91.02%-78.7pp | 80.50%-68.2pp | 172.34%-160.0pp |
| Employer contribution / active EE | $8,005 | $4,890+63.7% | $4,624+73.1% | $4,379+82.8% |
| Participant deferral / active EE | $11,503 | $8,341+37.9% | $8,004+43.7% | $6,730+70.9% |
| Admin fee / account holder | $38,024 | $15,759+141.3% | $14,398+164.1% | $14,365+164.7% |