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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 | $19,630 | $185,312-89.4% | $161,489-87.8% | $154,746-87.3% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 24.65% | 103.84%-79.2pp | 89.72%-65.1pp | 172.34%-147.7pp |
| Employer contribution / active EE | $101,572 | $4,769+2029.8% | $4,268+2279.7% | $4,379+2219.5% |
| Participant deferral / active EE | $133,505 | $6,350+2002.5% | $5,630+2271.4% | $6,730+1883.6% |
| Admin fee / account holder | $2,500 | $18,654-86.6% | $16,006-84.4% | $14,365-82.6% |