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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 | $41,034 | $201,344-79.6% | $184,243-77.7% | $145,877-71.9% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 13.21% | 29.01%-15.8pp | 28.82%-15.6pp | 551.28%-538.1pp |
| Employer contribution / active EE | $1,477 | $7,022-79.0% | $6,427-77.0% | $4,663-68.3% |
| Participant deferral / active EE | $23,000 | $9,807+134.5% | $9,132+151.9% | $6,691+243.8% |
| Admin fee / account holder | $482 | $16,382-97.1% | $13,914-96.5% | $13,402-96.4% |