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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 | $31,933 | $154,228-79.3% | $145,433-78.0% | $137,256-76.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 16.12% | 74.59%-58.5pp | 66.58%-50.5pp | 220.34%-204.2pp |
| Employer contribution / active EE | $14,799 | $4,804+208.1% | $4,554+224.9% | $4,156+256.1% |
| Participant deferral / active EE | $26,424 | $8,216+221.6% | $7,897+234.6% | $6,407+312.4% |
| Admin fee / account holder | $12,154 | $14,344-15.3% | $13,129-7.4% | $12,270-1.0% |