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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 | $50,268 | $156,398-67.9% | $147,318-65.9% | $138,895-63.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 14.88% | 78.75%-63.9pp | 70.43%-55.5pp | 145.39%-130.5pp |
| Employer contribution / active EE | $40,314 | $4,853+730.7% | $4,593+777.8% | $4,194+861.2% |
| Participant deferral / active EE | $53,483 | $8,237+549.3% | $7,906+576.5% | $6,396+736.2% |
| Admin fee / account holder | $19,562 | $14,976+30.6% | $13,708+42.7% | $12,562+55.7% |