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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 | $24,878 | $154,228-83.9% | $145,433-82.9% | $137,256-81.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 15.99% | 74.59%-58.6pp | 66.58%-50.6pp | 220.34%-204.3pp |
| Employer contribution / active EE | $5,473 | $4,804+13.9% | $4,554+20.2% | $4,156+31.7% |
| Participant deferral / active EE | $6,365 | $8,216-22.5% | $7,897-19.4% | $6,407-0.7% |
| Admin fee / account holder | $13,426 | $14,344-6.4% | $13,129+2.3% | $12,270+9.4% |