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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 | $154,228-58.5% | $145,433-56.0% | $137,256-53.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 18.65% | 74.59%-55.9pp | 66.58%-47.9pp | 220.34%-201.7pp |
| Employer contribution / active EE | $24,925 | $4,804+418.8% | $4,554+447.3% | $4,156+499.7% |
| Participant deferral / active EE | $44,173 | $8,216+437.6% | $7,897+459.3% | $6,407+589.5% |
| Admin fee / account holder | $6,571 | $14,344-54.2% | $13,129-49.9% | $12,270-46.4% |