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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 | $137,810 | $199,109-30.8% | $173,730-20.7% | $154,746-10.9% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 39.67% | 20.02%+19.6pp | 19.96%+19.7pp | 172.34%-132.7pp |
| Employer contribution / active EE | $32,096 | $5,311+504.3% | $4,577+601.2% | $4,379+632.9% |
| Participant deferral / active EE | $62,369 | $7,113+776.9% | $6,326+885.9% | $6,730+826.7% |
| Admin fee / account holder | $68,883 | $20,916+229.3% | $17,523+293.1% | $14,365+379.5% |