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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 | $155,555-67.7% | $146,866-65.8% | $155,188-67.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 14.88% | 115.41%-100.5pp | 102.85%-88.0pp | 148.84%-134.0pp |
| Employer contribution / active EE | $40,314 | $4,647+767.6% | $4,425+811.1% | $4,248+849.1% |
| Participant deferral / active EE | $53,483 | $8,044+564.9% | $7,759+589.3% | $6,531+718.9% |
| Admin fee / account holder | $19,562 | $14,755+32.6% | $13,620+43.6% | $14,480+35.1% |