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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 | $105,564 | $154,228-31.6% | $145,433-27.4% | $137,256-23.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 15.26% | 74.59%-59.3pp | 66.58%-51.3pp | 220.34%-205.1pp |
| Employer contribution / active EE | $2,783 | $4,804-42.1% | $4,554-38.9% | $4,156-33.0% |
| Participant deferral / active EE | $6,634 | $8,216-19.3% | $7,897-16.0% | $6,407+3.5% |
| Admin fee / account holder | $844 | $14,344-94.1% | $13,129-93.6% | $12,270-93.1% |