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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 | $46,013 | $65,712-30.0% | $57,196-19.6% | $273,972-83.2% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 7.19% | 22.01%-14.8pp | 14.59%-7.4pp | 41.46%-34.3pp |
| Employer contribution / active EE | $5,123 | $3,280+56.2% | $2,683+90.9% | $4,869+5.2% |
| Participant deferral / active EE | $9,833 | $3,782+160.0% | $3,096+217.6% | $5,287+86.0% |
| Admin fee / account holder | $480 | $4,838-90.1% | $3,141-84.7% | $10,133-95.3% |