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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 | $35,067 | $159,934-78.1% | $147,005-76.1% | $145,959-76.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 15.04% | 98.24%-83.2pp | 418.76%-403.7pp | 561.95%-546.9pp |
| Employer contribution / active EE | $18,997 | $5,287+259.3% | $4,934+285.0% | $4,661+307.6% |
| Participant deferral / active EE | $37,205 | $8,427+341.5% | $8,070+361.0% | $6,689+456.3% |
| Admin fee / account holder | $21,013 | $15,053+39.6% | $13,006+61.6% | $13,398+56.8% |