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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 | $49,745 | $178,174-72.1% | $156,181-68.1% | $137,256-63.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 13.92% | 84.19%-70.3pp | 64.87%-51.0pp | 220.34%-206.4pp |
| Employer contribution / active EE | $4,344 | $4,972-12.6% | $4,294+1.2% | $4,156+4.5% |
| Participant deferral / active EE | $11,575 | $6,888+68.0% | $6,132+88.8% | $6,407+80.7% |
| Admin fee / account holder | $4,051 | $17,404-76.7% | $14,586-72.2% | $12,270-67.0% |