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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 | $47,475 | $65,712-27.8% | $57,196-17.0% | $273,972-82.7% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 5.02% | 22.01%-17.0pp | 14.59%-9.6pp | 41.46%-36.4pp |
| Employer contribution / active EE | $4,266 | $3,280+30.0% | $2,683+59.0% | $4,869-12.4% |
| Participant deferral / active EE | $1,430 | $3,782-62.2% | $3,096-53.8% | $5,287-73.0% |
| Admin fee / account holder | $3,248 | $4,838-32.9% | $3,141+3.4% | $10,133-67.9% |