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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 | $57,742 | $181,896-68.3% | $156,551-63.1% | $273,972-78.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 3.15% | 30.74%-27.6pp | 32.23%-29.1pp | 41.46%-38.3pp |
| Employer contribution / active EE | $23,253 | $6,248+272.2% | $5,501+322.7% | $4,869+377.6% |
| Participant deferral / active EE | $48,000 | $5,550+764.9% | $4,871+885.4% | $5,287+807.8% |
| Admin fee / account holder | $455 | $15,560-97.1% | $13,028-96.5% | $10,133-95.5% |