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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 | $22,672 | $100,970-77.5% | $96,576-76.5% | $137,256-83.5% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 25.22% | 38.16%-12.9pp | 38.47%-13.2pp | 220.34%-195.1pp |
| Employer contribution / active EE | $50,826 | $3,809+1234.3% | $3,553+1330.4% | $4,156+1122.9% |
| Participant deferral / active EE | $86,725 | $8,286+946.6% | $7,956+990.0% | $6,407+1253.6% |
| Admin fee / account holder | $9,201 | $11,312-18.7% | $11,381-19.2% | $12,270-25.0% |