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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 | $49,764 | $162,136-69.3% | $152,301-67.3% | $154,746-67.8% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 11.74% | 91.02%-79.3pp | 80.50%-68.8pp | 172.34%-160.6pp |
| Employer contribution / active EE | $20,373 | $4,890+316.6% | $4,624+340.5% | $4,379+365.2% |
| Participant deferral / active EE | $47,612 | $8,341+470.8% | $8,004+494.9% | $6,730+607.4% |
| Admin fee / account holder | $26,046 | $15,759+65.3% | $14,398+80.9% | $14,365+81.3% |