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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 | $112,382 | $115,225-2.5% | $100,712+11.6% | $138,895-19.1% |
| Participation rate | 100.0% | 74.3%+25.7pp | 69.3%+30.7pp | 79.9%+20.1pp |
| Annual return | 12.81% | 40.35%-27.5pp | 33.27%-20.5pp | 145.39%-132.6pp |
| Employer contribution / active EE | $1,626 | $2,771-41.3% | $2,313-29.7% | $4,194-61.2% |
| Participant deferral / active EE | $14,634 | $4,699+211.4% | $4,085+258.2% | $6,396+128.8% |
| Admin fee / account holder | $552 | $10,844-94.9% | $9,256-94.0% | $12,562-95.6% |