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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 | $18,930 | $154,228-87.7% | $145,433-87.0% | $137,256-86.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 24.32% | 74.59%-50.3pp | 66.58%-42.3pp | 220.34%-196.0pp |
| Employer contribution / active EE | $11,998 | $4,804+149.8% | $4,554+163.4% | $4,156+188.7% |
| Participant deferral / active EE | $11,839 | $8,216+44.1% | $7,897+49.9% | $6,407+84.8% |
| Admin fee / account holder | $693 | $14,344-95.2% | $13,129-94.7% | $12,270-94.4% |