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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 | $41,207 | $65,712-37.3% | $57,196-28.0% | $273,972-85.0% |
| Participation rate | 83.3% | 78.3%+5.0pp | 75.3%+8.0pp | 83.0%+0.3pp |
| Annual return | 5.69% | 22.01%-16.3pp | 14.59%-8.9pp | 41.46%-35.8pp |
| Employer contribution / active EE | $7,280 | $3,280+122.0% | $2,683+171.4% | $4,869+49.5% |
| Participant deferral / active EE | $0 | $3,782-100.0% | $3,096-100.0% | $5,287-100.0% |
| Admin fee / account holder | $771 | $4,838-84.1% | $3,141-75.4% | $10,133-92.4% |