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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 | $35,079 | $166,268-78.9% | $165,100-78.8% | $145,897-76.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 17.11% | 100.52%-83.4pp | 70.21%-53.1pp | 552.29%-535.2pp |
| Employer contribution / active EE | $43,136 | $5,284+716.4% | $4,348+892.1% | $4,663+825.1% |
| Participant deferral / active EE | $76,691 | $6,964+1001.2% | $6,035+1170.7% | $6,689+1046.5% |
| Admin fee / account holder | $765 | $16,659-95.4% | $12,696-94.0% | $13,390-94.3% |