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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 | $79,229 | $209,336-62.2% | $197,124-59.8% | $137,256-42.3% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 15.15% | 48.09%-32.9pp | 44.34%-29.2pp | 220.34%-205.2pp |
| Employer contribution / active EE | $37,950 | $6,591+475.8% | $6,227+509.4% | $4,156+813.1% |
| Participant deferral / active EE | $28,402 | $9,614+195.4% | $9,135+210.9% | $6,407+343.3% |
| Admin fee / account holder | $22,114 | $17,308+27.8% | $16,298+35.7% | $12,270+80.2% |