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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 | $29,448 | $154,228-80.9% | $145,433-79.8% | $137,256-78.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 18.97% | 74.59%-55.6pp | 66.58%-47.6pp | 220.34%-201.4pp |
| Employer contribution / active EE | $5,287 | $4,804+10.1% | $4,554+16.1% | $4,156+27.2% |
| Participant deferral / active EE | $15,940 | $8,216+94.0% | $7,897+101.8% | $6,407+148.8% |
| Admin fee / account holder | $2,663 | $14,344-81.4% | $13,129-79.7% | $12,270-78.3% |