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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 | $48,235 | $123,155-60.8% | $108,753-55.6% | $155,188-68.9% |
| Participation rate | 100.0% | 75.6%+24.4pp | 71.1%+28.9pp | 80.8%+19.2pp |
| Annual return | 9.98% | 44.73%-34.8pp | 37.47%-27.5pp | 148.84%-138.9pp |
| Employer contribution / active EE | $3,542 | $2,811+26.0% | $2,427+45.9% | $4,248-16.6% |
| Participant deferral / active EE | $8,474 | $4,623+83.3% | $4,115+105.9% | $6,531+29.7% |
| Admin fee / account holder | $426 | $12,126-96.5% | $10,320-95.9% | $14,480-97.1% |