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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 | $156,398-69.9% | $147,318-68.1% | $138,895-66.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 19.88% | 78.75%-58.9pp | 70.43%-50.6pp | 145.39%-125.5pp |
| Employer contribution / active EE | $10,510 | $4,853+116.5% | $4,593+128.8% | $4,194+150.6% |
| Participant deferral / active EE | $39,902 | $8,237+384.4% | $7,906+404.7% | $6,396+523.8% |
| Admin fee / account holder | $3,403 | $14,976-77.3% | $13,708-75.2% | $12,562-72.9% |