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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 | $29,934 | $156,398-80.9% | $147,318-79.7% | $138,895-78.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 14.09% | 78.75%-64.7pp | 70.43%-56.3pp | 145.39%-131.3pp |
| Employer contribution / active EE | $3,744 | $4,853-22.9% | $4,593-18.5% | $4,194-10.7% |
| Participant deferral / active EE | $19,836 | $8,237+140.8% | $7,906+150.9% | $6,396+210.1% |
| Admin fee / account holder | $2,367 | $14,976-84.2% | $13,708-82.7% | $12,562-81.2% |