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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 | $54,024 | $174,379-69.0% | $152,093-64.5% | $138,895-61.1% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 14.45% | 74.86%-60.4pp | 66.36%-51.9pp | 145.39%-130.9pp |
| Employer contribution / active EE | $1,393 | $4,652-70.1% | $4,175-66.6% | $4,194-66.8% |
| Participant deferral / active EE | $2,008 | $6,159-67.4% | $5,451-63.2% | $6,396-68.6% |
| Admin fee / account holder | $7,779 | $16,880-53.9% | $14,497-46.3% | $12,562-38.1% |