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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 | $37,398 | $154,228-75.8% | $145,433-74.3% | $137,256-72.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 18.31% | 74.59%-56.3pp | 66.58%-48.3pp | 220.34%-202.0pp |
| Employer contribution / active EE | $22,572 | $4,804+369.9% | $4,554+395.6% | $4,156+443.1% |
| Participant deferral / active EE | $36,862 | $8,216+348.6% | $7,897+366.8% | $6,407+475.4% |
| Admin fee / account holder | $8,088 | $14,344-43.6% | $13,129-38.4% | $12,270-34.1% |