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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 | $76,257 | $185,312-58.8% | $161,489-52.8% | $154,746-50.7% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 15.10% | 103.84%-88.7pp | 89.72%-74.6pp | 172.34%-157.2pp |
| Employer contribution / active EE | $2,979 | $4,769-37.5% | $4,268-30.2% | $4,379-32.0% |
| Participant deferral / active EE | $18,354 | $6,350+189.1% | $5,630+226.0% | $6,730+172.7% |
| Admin fee / account holder | $6,754 | $18,654-63.8% | $16,006-57.8% | $14,365-53.0% |