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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 | $24,316 | $154,228-84.2% | $145,433-83.3% | $137,256-82.3% |
| Participation rate | 94.4% | 83.8%+10.7pp | 82.1%+12.3pp | 80.0%+14.5pp |
| Annual return | 13.83% | 74.59%-60.8pp | 66.58%-52.7pp | 220.34%-206.5pp |
| Employer contribution / active EE | $2,718 | $4,804-43.4% | $4,554-40.3% | $4,156-34.6% |
| Participant deferral / active EE | $8,107 | $8,216-1.3% | $7,897+2.7% | $6,407+26.5% |
| Admin fee / account holder | $698 | $14,344-95.1% | $13,129-94.7% | $12,270-94.3% |