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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 | $34,804 | $209,336-83.4% | $197,124-82.3% | $137,256-74.6% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 26.86% | 48.09%-21.2pp | 44.34%-17.5pp | 220.34%-193.5pp |
| Employer contribution / active EE | $12,309 | $6,591+86.8% | $6,227+97.7% | $4,156+196.2% |
| Participant deferral / active EE | $43,802 | $9,614+355.6% | $9,135+379.5% | $6,407+583.7% |
| Admin fee / account holder | $7,848 | $17,308-54.7% | $16,298-51.8% | $12,270-36.0% |