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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 | $39,750 | $201,370-80.3% | $184,256-78.4% | $145,897-72.8% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 10.09% | 29.05%-19.0pp | 28.85%-18.8pp | 552.29%-542.2pp |
| Employer contribution / active EE | $9,000 | $7,024+28.1% | $6,427+40.0% | $4,663+93.0% |
| Participant deferral / active EE | $30,500 | $9,808+211.0% | $9,133+233.9% | $6,689+356.0% |
| Admin fee / account holder | $602 | $16,364-96.3% | $13,899-95.7% | $13,390-95.5% |