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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 | $21,433 | $174,379-87.7% | $152,093-85.9% | $138,895-84.6% |
| Participation rate | 75.0% | 81.6%-6.6pp | 77.8%-2.8pp | 79.9%-4.9pp |
| Annual return | 11.05% | 74.86%-63.8pp | 66.36%-55.3pp | 145.39%-134.3pp |
| Employer contribution / active EE | $43,594 | $4,652+837.1% | $4,175+944.2% | $4,194+939.4% |
| Participant deferral / active EE | $78,297 | $6,159+1171.2% | $5,451+1336.3% | $6,396+1124.1% |
| Admin fee / account holder | $39,945 | $16,880+136.6% | $14,497+175.5% | $12,562+218.0% |