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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 | $199,109-75.0% | $173,730-71.4% | $154,746-67.9% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 13.92% | 20.02%-6.1pp | 19.96%-6.0pp | 172.34%-158.4pp |
| Employer contribution / active EE | $4,344 | $5,311-18.2% | $4,577-5.1% | $4,379-0.8% |
| Participant deferral / active EE | $11,575 | $7,113+62.7% | $6,326+83.0% | $6,730+72.0% |
| Admin fee / account holder | $4,051 | $20,916-80.6% | $17,523-76.9% | $14,365-71.8% |