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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 | $38,356 | $154,228-75.1% | $145,433-73.6% | $137,256-72.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 13.20% | 74.59%-61.4pp | 66.58%-53.4pp | 220.34%-207.1pp |
| Employer contribution / active EE | $14,813 | $4,804+208.3% | $4,554+225.2% | $4,156+256.4% |
| Participant deferral / active EE | $16,147 | $8,216+96.5% | $7,897+104.5% | $6,407+152.0% |
| Admin fee / account holder | $23,191 | $14,344+61.7% | $13,129+76.6% | $12,270+89.0% |