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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 | $47,052 | $154,228-69.5% | $145,433-67.6% | $137,256-65.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 19.88% | 74.59%-54.7pp | 66.58%-46.7pp | 220.34%-200.5pp |
| Employer contribution / active EE | $10,510 | $4,804+118.8% | $4,554+130.8% | $4,156+152.9% |
| Participant deferral / active EE | $39,902 | $8,216+385.6% | $7,897+405.3% | $6,407+522.8% |
| Admin fee / account holder | $3,403 | $14,344-76.3% | $13,129-74.1% | $12,270-72.3% |