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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 | $185,312-79.0% | $161,489-75.9% | $154,746-74.9% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 22.79% | 103.84%-81.1pp | 89.72%-66.9pp | 172.34%-149.6pp |
| Employer contribution / active EE | $32,460 | $4,769+580.6% | $4,268+660.5% | $4,379+641.3% |
| Participant deferral / active EE | $48,663 | $6,350+666.4% | $5,630+764.4% | $6,730+623.0% |
| Admin fee / account holder | $418 | $18,654-97.8% | $16,006-97.4% | $14,365-97.1% |