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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 | $38,534 | $199,109-80.6% | $173,730-77.8% | $154,746-75.1% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 16.61% | 20.02%-3.4pp | 19.96%-3.3pp | 172.34%-155.7pp |
| Employer contribution / active EE | $3,728 | $5,311-29.8% | $4,577-18.5% | $4,379-14.9% |
| Participant deferral / active EE | $5,394 | $7,113-24.2% | $6,326-14.7% | $6,730-19.8% |
| Admin fee / account holder | $611 | $20,916-97.1% | $17,523-96.5% | $14,365-95.7% |