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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 | $50,768 | $183,592-72.3% | $155,574-67.4% | $145,877-65.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 13.30% | 61.37%-48.1pp | 64.87%-51.6pp | 551.28%-538.0pp |
| Employer contribution / active EE | $3,220 | $5,317-39.4% | $4,676-31.1% | $4,663-30.9% |
| Participant deferral / active EE | $12,073 | $6,466+86.7% | $5,629+114.5% | $6,691+80.4% |
| Admin fee / account holder | $327 | $19,316-98.3% | $15,914-97.9% | $13,402-97.6% |