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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 | $20,799 | $162,136-87.2% | $152,301-86.3% | $154,746-86.6% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 14.12% | 91.02%-76.9pp | 80.50%-66.4pp | 172.34%-158.2pp |
| Employer contribution / active EE | $7,192 | $4,890+47.1% | $4,624+55.5% | $4,379+64.2% |
| Participant deferral / active EE | $17,426 | $8,341+108.9% | $8,004+117.7% | $6,730+158.9% |
| Admin fee / account holder | $2,529 | $15,759-84.0% | $14,398-82.4% | $14,365-82.4% |