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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 | $201,344-73.4% | $184,243-70.9% | $145,877-63.2% |
| Participation rate | 83.3% | 87.5%-4.2pp | 86.8%-3.5pp | 80.3%+3.0pp |
| Annual return | 17.20% | 29.01%-11.8pp | 28.82%-11.6pp | 551.28%-534.1pp |
| Employer contribution / active EE | $13,995 | $7,022+99.3% | $6,427+117.7% | $4,663+200.1% |
| Participant deferral / active EE | $34,781 | $9,807+254.7% | $9,132+280.9% | $6,691+419.9% |
| Admin fee / account holder | $25,526 | $16,382+55.8% | $13,914+83.5% | $13,402+90.5% |