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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 | $47,244 | $156,398-69.8% | $147,318-67.9% | $138,895-66.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 17.77% | 78.75%-61.0pp | 70.43%-52.7pp | 145.39%-127.6pp |
| Employer contribution / active EE | $27,875 | $4,853+474.4% | $4,593+506.9% | $4,194+564.6% |
| Participant deferral / active EE | $185,327 | $8,237+2149.8% | $7,906+2244.0% | $6,396+2797.5% |
| Admin fee / account holder | $14,648 | $14,976-2.2% | $13,708+6.9% | $12,562+16.6% |