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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 | $15,415 | $172,111-91.0% | $150,298-89.7% | $137,256-88.8% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 19.72% | 69.37%-49.7pp | 62.79%-43.1pp | 220.34%-200.6pp |
| Employer contribution / active EE | $7,719 | $4,636+66.5% | $4,154+85.8% | $4,156+85.7% |
| Participant deferral / active EE | $7,784 | $6,166+26.2% | $5,453+42.8% | $6,407+21.5% |
| Admin fee / account holder | $545 | $16,471-96.7% | $14,116-96.1% | $12,270-95.6% |