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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 | $21,773 | $155,555-86.0% | $146,866-85.2% | $155,188-86.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 17.51% | 115.41%-97.9pp | 102.85%-85.3pp | 148.84%-131.3pp |
| Employer contribution / active EE | $19,377 | $4,647+317.0% | $4,425+337.9% | $4,248+356.2% |
| Participant deferral / active EE | $43,951 | $8,044+446.4% | $7,759+466.4% | $6,531+572.9% |
| Admin fee / account holder | $575 | $14,755-96.1% | $13,620-95.8% | $14,480-96.0% |