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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 | $24,816 | $156,398-84.1% | $147,318-83.2% | $138,895-82.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 15.44% | 78.75%-63.3pp | 70.43%-55.0pp | 145.39%-130.0pp |
| Employer contribution / active EE | $10,966 | $4,853+126.0% | $4,593+138.8% | $4,194+161.5% |
| Participant deferral / active EE | $15,702 | $8,237+90.6% | $7,906+98.6% | $6,396+145.5% |
| Admin fee / account holder | $6,046 | $14,976-59.6% | $13,708-55.9% | $12,562-51.9% |