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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 | $38,916 | $172,111-77.4% | $150,298-74.1% | $137,256-71.6% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 22.79% | 69.37%-46.6pp | 62.79%-40.0pp | 220.34%-197.6pp |
| Employer contribution / active EE | $32,460 | $4,636+600.1% | $4,154+681.4% | $4,156+681.0% |
| Participant deferral / active EE | $48,663 | $6,166+689.3% | $5,453+792.5% | $6,407+659.6% |
| Admin fee / account holder | $418 | $16,471-97.5% | $14,116-97.0% | $12,270-96.6% |