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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 | $31,500 | $154,228-79.6% | $145,433-78.3% | $137,256-77.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 13.66% | 74.59%-60.9pp | 66.58%-52.9pp | 220.34%-206.7pp |
| Employer contribution / active EE | $12,480 | $4,804+159.8% | $4,554+174.0% | $4,156+200.3% |
| Participant deferral / active EE | $24,288 | $8,216+195.6% | $7,897+207.5% | $6,407+279.1% |
| Admin fee / account holder | $4,737 | $14,344-67.0% | $13,129-63.9% | $12,270-61.4% |