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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 | $29,718 | $228,352-87.0% | $185,827-84.0% | $158,950-81.3% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 10.56% | 40.81%-30.3pp | 35.96%-25.4pp | 302.91%-292.4pp |
| Employer contribution / active EE | $5,561 | $4,967+12.0% | $4,087+36.1% | $4,762+16.8% |
| Participant deferral / active EE | $17,271 | $6,416+169.2% | $5,633+206.6% | $5,983+188.7% |
| Admin fee / account holder | $16,449 | $11,867+38.6% | $9,502+73.1% | $11,248+46.2% |