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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 | $76,229 | $155,555-51.0% | $146,866-48.1% | $155,188-50.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 16.28% | 115.41%-99.1pp | 102.85%-86.6pp | 148.84%-132.6pp |
| Employer contribution / active EE | $4,326 | $4,647-6.9% | $4,425-2.2% | $4,248+1.8% |
| Participant deferral / active EE | $15,381 | $8,044+91.2% | $7,759+98.2% | $6,531+135.5% |
| Admin fee / account holder | $6,500 | $14,755-56.0% | $13,620-52.3% | $14,480-55.1% |