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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 | $63,949 | $196,972-67.5% | $182,262-64.9% | $198,609-67.8% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 18.65% | 158.27%-139.6pp | 140.60%-121.9pp | 202.70%-184.0pp |
| Employer contribution / active EE | $24,925 | $5,364+364.7% | $5,046+394.0% | $5,055+393.0% |
| Participant deferral / active EE | $44,173 | $8,643+411.1% | $8,276+433.7% | $6,977+533.1% |
| Admin fee / account holder | $6,571 | $18,429-64.3% | $16,712-60.7% | $19,030-65.5% |