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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 | $39,083 | $154,228-74.7% | $145,433-73.1% | $137,256-71.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 18.48% | 74.59%-56.1pp | 66.58%-48.1pp | 220.34%-201.9pp |
| Employer contribution / active EE | $6,706 | $4,804+39.6% | $4,554+47.2% | $4,156+61.4% |
| Participant deferral / active EE | $13,951 | $8,216+69.8% | $7,897+76.7% | $6,407+117.8% |
| Admin fee / account holder | $4,738 | $14,344-67.0% | $13,129-63.9% | $12,270-61.4% |