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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 | $115,225-58.1% | $100,712-52.1% | $138,895-65.3% |
| Participation rate | 100.0% | 74.3%+25.7pp | 69.3%+30.7pp | 79.9%+20.1pp |
| Annual return | 9.98% | 40.35%-30.4pp | 33.27%-23.3pp | 145.39%-135.4pp |
| Employer contribution / active EE | $3,542 | $2,771+27.8% | $2,313+53.1% | $4,194-15.6% |
| Participant deferral / active EE | $8,474 | $4,699+80.3% | $4,085+107.4% | $6,396+32.5% |
| Admin fee / account holder | $426 | $10,844-96.1% | $9,256-95.4% | $12,562-96.6% |