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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 | $45,050 | $162,136-72.2% | $152,301-70.4% | $154,746-70.9% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 14.34% | 91.02%-76.7pp | 80.50%-66.2pp | 172.34%-158.0pp |
| Employer contribution / active EE | $3,817 | $4,890-21.9% | $4,624-17.5% | $4,379-12.8% |
| Participant deferral / active EE | $6,397 | $8,341-23.3% | $8,004-20.1% | $6,730-5.0% |
| Admin fee / account holder | $7,787 | $15,759-50.6% | $14,398-45.9% | $14,365-45.8% |