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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 | $162,136-88.3% | $152,301-87.6% | $154,746-87.8% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 24.32% | 91.02%-66.7pp | 80.50%-56.2pp | 172.34%-148.0pp |
| Employer contribution / active EE | $11,998 | $4,890+145.3% | $4,624+159.5% | $4,379+174.0% |
| Participant deferral / active EE | $11,839 | $8,341+41.9% | $8,004+47.9% | $6,730+75.9% |
| Admin fee / account holder | $693 | $15,759-95.6% | $14,398-95.2% | $14,365-95.2% |