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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 | $29,309 | $156,398-81.3% | $147,318-80.1% | $138,895-78.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 13.80% | 78.75%-65.0pp | 70.43%-56.6pp | 145.39%-131.6pp |
| Employer contribution / active EE | $12,268 | $4,853+152.8% | $4,593+167.1% | $4,194+192.5% |
| Participant deferral / active EE | $25,151 | $8,237+205.3% | $7,906+218.1% | $6,396+293.2% |
| Admin fee / account holder | $18,724 | $14,976+25.0% | $13,708+36.6% | $12,562+49.0% |