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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 | $56,396 | $106,115-46.9% | $85,969-34.4% | $125,389-55.0% |
| Participation rate | 100.0% | 84.1%+15.9pp | 76.5%+23.5pp | 83.2%+16.8pp |
| Annual return | 1.58% | 13.93%-12.4pp | 9.32%-7.7pp | 282.24%-280.7pp |
| Employer contribution / active EE | $3,988 | $4,537-12.1% | $3,474+14.8% | $4,866-18.0% |
| Participant deferral / active EE | $6,941 | $4,859+42.8% | $3,829+81.3% | $5,352+29.7% |
| Admin fee / account holder | $2,667 | $8,144-67.3% | $6,053-55.9% | $9,541-72.0% |