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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 | $87,524 | $185,312-52.8% | $161,489-45.8% | $154,746-43.4% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 18.93% | 103.84%-84.9pp | 89.72%-70.8pp | 172.34%-153.4pp |
| Employer contribution / active EE | $11,421 | $4,769+139.5% | $4,268+167.6% | $4,379+160.8% |
| Participant deferral / active EE | $38,033 | $6,350+499.0% | $5,630+575.6% | $6,730+465.1% |
| Admin fee / account holder | $7,419 | $18,654-60.2% | $16,006-53.6% | $14,365-48.4% |