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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 | $35,785 | $126,661-71.7% | $113,397-68.4% | $138,895-74.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.5%+23.5pp | 79.9%+20.1pp |
| Annual return | 13.22% | 25.05%-11.8pp | 23.20%-10.0pp | 145.39%-132.2pp |
| Employer contribution / active EE | $0 | $3,456-100.0% | $2,977-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $10,419 | $5,693+83.0% | $5,076+105.3% | $6,396+62.9% |
| Admin fee / account holder | $21,529 | $14,549+48.0% | $11,957+80.1% | $12,562+71.4% |