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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 | $24,823 | $154,228-83.9% | $145,433-82.9% | $137,256-81.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 17.79% | 74.59%-56.8pp | 66.58%-48.8pp | 220.34%-202.6pp |
| Employer contribution / active EE | $12,048 | $4,804+150.8% | $4,554+164.5% | $4,156+189.9% |
| Participant deferral / active EE | $22,597 | $8,216+175.0% | $7,897+186.1% | $6,407+252.7% |
| Admin fee / account holder | $1,741 | $14,344-87.9% | $13,129-86.7% | $12,270-85.8% |