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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 | $89,687 | $162,136-44.7% | $152,301-41.1% | $154,746-42.0% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 19.26% | 91.02%-71.8pp | 80.50%-61.2pp | 172.34%-153.1pp |
| Employer contribution / active EE | $15,246 | $4,890+211.8% | $4,624+229.7% | $4,379+248.2% |
| Participant deferral / active EE | $21,985 | $8,341+163.6% | $8,004+174.7% | $6,730+226.6% |
| Admin fee / account holder | $26,979 | $15,759+71.2% | $14,398+87.4% | $14,365+87.8% |