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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 | $155,555-69.8% | $146,866-68.0% | $155,188-69.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 19.88% | 115.41%-95.5pp | 102.85%-83.0pp | 148.84%-129.0pp |
| Employer contribution / active EE | $10,510 | $4,647+126.2% | $4,425+137.5% | $4,248+147.4% |
| Participant deferral / active EE | $39,902 | $8,044+396.0% | $7,759+414.3% | $6,531+511.0% |
| Admin fee / account holder | $3,403 | $14,755-76.9% | $13,620-75.0% | $14,480-76.5% |