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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 | $32,783 | $162,136-79.8% | $152,301-78.5% | $154,746-78.8% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 16.66% | 91.02%-74.4pp | 80.50%-63.8pp | 172.34%-155.7pp |
| Employer contribution / active EE | $3,605 | $4,890-26.3% | $4,624-22.0% | $4,379-17.7% |
| Participant deferral / active EE | $18,686 | $8,341+124.0% | $8,004+133.5% | $6,730+177.6% |
| Admin fee / account holder | $2,063 | $15,759-86.9% | $14,398-85.7% | $14,365-85.6% |