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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 | $41,583 | $110,303-62.3% | $95,759-56.6% | $139,487-70.2% |
| Participation rate | 83.3% | 75.7%+7.6pp | 72.3%+11.1pp | 80.3%+3.0pp |
| Annual return | 15.04% | 27.19%-12.2pp | 28.42%-13.4pp | 373.84%-358.8pp |
| Employer contribution / active EE | $1,616 | $3,261-50.4% | $2,836-43.0% | $4,755-66.0% |
| Participant deferral / active EE | $28,615 | $4,674+512.2% | $4,244+574.3% | $6,713+326.3% |
| Admin fee / account holder | $8,041 | $6,615+21.5% | $5,678+41.6% | $11,407-29.5% |