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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 | $40,543 | $156,398-74.1% | $147,318-72.5% | $138,895-70.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 13.59% | 78.75%-65.2pp | 70.43%-56.8pp | 145.39%-131.8pp |
| Employer contribution / active EE | $7,580 | $4,853+56.2% | $4,593+65.0% | $4,194+80.7% |
| Participant deferral / active EE | $23,000 | $8,237+179.2% | $7,906+190.9% | $6,396+259.6% |
| Admin fee / account holder | $11,868 | $14,976-20.7% | $13,708-13.4% | $12,562-5.5% |