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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 | $26,086 | $185,312-85.9% | $161,489-83.8% | $154,746-83.1% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 19.17% | 103.84%-84.7pp | 89.72%-70.6pp | 172.34%-153.2pp |
| Employer contribution / active EE | $7,889 | $4,769+65.4% | $4,268+84.8% | $4,379+80.2% |
| Participant deferral / active EE | $33,807 | $6,350+432.4% | $5,630+500.5% | $6,730+402.3% |
| Admin fee / account holder | $2,936 | $18,654-84.3% | $16,006-81.7% | $14,365-79.6% |