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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 | $196,972-74.7% | $182,262-72.7% | $198,609-74.9% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 11.74% | 158.27%-146.5pp | 140.60%-128.9pp | 202.70%-191.0pp |
| Employer contribution / active EE | $20,373 | $5,364+279.8% | $5,046+303.8% | $5,055+303.0% |
| Participant deferral / active EE | $47,612 | $8,643+450.9% | $8,276+475.3% | $6,977+582.4% |
| Admin fee / account holder | $26,046 | $18,429+41.3% | $16,712+55.9% | $19,030+36.9% |