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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 | $28,478 | $154,228-81.5% | $145,433-80.4% | $137,256-79.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 17.35% | 74.59%-57.2pp | 66.58%-49.2pp | 220.34%-203.0pp |
| Employer contribution / active EE | $5,332 | $4,804+11.0% | $4,554+17.1% | $4,156+28.3% |
| Participant deferral / active EE | $12,141 | $8,216+47.8% | $7,897+53.7% | $6,407+89.5% |
| Admin fee / account holder | $23,864 | $14,344+66.4% | $13,129+81.8% | $12,270+94.5% |