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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 | $172,111-84.8% | $150,298-82.6% | $137,256-81.0% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 19.17% | 69.37%-50.2pp | 62.79%-43.6pp | 220.34%-201.2pp |
| Employer contribution / active EE | $7,889 | $4,636+70.2% | $4,154+89.9% | $4,156+89.8% |
| Participant deferral / active EE | $33,807 | $6,166+448.3% | $5,453+520.0% | $6,407+427.7% |
| Admin fee / account holder | $2,936 | $16,471-82.2% | $14,116-79.2% | $12,270-76.1% |