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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 | $35,301 | $155,555-77.3% | $146,866-76.0% | $155,188-77.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 16.96% | 115.41%-98.5pp | 102.85%-85.9pp | 148.84%-131.9pp |
| Employer contribution / active EE | $15,014 | $4,647+223.1% | $4,425+239.3% | $4,248+253.5% |
| Participant deferral / active EE | $39,486 | $8,044+390.9% | $7,759+408.9% | $6,531+504.6% |
| Admin fee / account holder | $10,027 | $14,755-32.0% | $13,620-26.4% | $14,480-30.8% |