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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 | $45,515 | $154,228-70.5% | $145,433-68.7% | $137,256-66.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 43.73% | 74.59%-30.9pp | 66.58%-22.8pp | 220.34%-176.6pp |
| Employer contribution / active EE | $8,135 | $4,804+69.3% | $4,554+78.6% | $4,156+95.7% |
| Participant deferral / active EE | $48,638 | $8,216+492.0% | $7,897+515.9% | $6,407+659.2% |
| Admin fee / account holder | $651 | $14,344-95.5% | $13,129-95.0% | $12,270-94.7% |