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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 | $33,937 | $155,555-78.2% | $146,866-76.9% | $155,188-78.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 16.01% | 115.41%-99.4pp | 102.85%-86.8pp | 148.84%-132.8pp |
| Employer contribution / active EE | $2,490 | $4,647-46.4% | $4,425-43.7% | $4,248-41.4% |
| Participant deferral / active EE | $2,521 | $8,044-68.7% | $7,759-67.5% | $6,531-61.4% |
| Admin fee / account holder | $6,877 | $14,755-53.4% | $13,620-49.5% | $14,480-52.5% |