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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 | $53,648 | $201,370-73.4% | $184,256-70.9% | $145,897-63.2% |
| Participation rate | 83.3% | 87.5%-4.2pp | 86.8%-3.5pp | 80.3%+3.0pp |
| Annual return | 17.20% | 29.05%-11.9pp | 28.85%-11.6pp | 552.29%-535.1pp |
| Employer contribution / active EE | $13,995 | $7,024+99.2% | $6,427+117.7% | $4,663+200.1% |
| Participant deferral / active EE | $34,781 | $9,808+254.6% | $9,133+280.8% | $6,689+419.9% |
| Admin fee / account holder | $25,526 | $16,364+56.0% | $13,899+83.6% | $13,390+90.6% |