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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 | $162,136-80.6% | $152,301-79.3% | $154,746-79.6% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 13.66% | 91.02%-77.4pp | 80.50%-66.8pp | 172.34%-158.7pp |
| Employer contribution / active EE | $12,480 | $4,890+155.2% | $4,624+169.9% | $4,379+185.0% |
| Participant deferral / active EE | $24,288 | $8,341+191.2% | $8,004+203.5% | $6,730+260.9% |
| Admin fee / account holder | $4,737 | $15,759-69.9% | $14,398-67.1% | $14,365-67.0% |