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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 | $28,282 | $175,259-83.9% | $149,723-81.1% | $139,487-79.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 14.28% | 166.82%-152.5pp | 134.50%-120.2pp | 373.84%-359.6pp |
| Employer contribution / active EE | $7,463 | $5,478+36.2% | $4,821+54.8% | $4,755+57.0% |
| Participant deferral / active EE | $21,094 | $6,522+223.5% | $5,682+271.2% | $6,713+214.3% |
| Admin fee / account holder | $11,735 | $16,158-27.4% | $13,215-11.2% | $11,407+2.9% |