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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 | $117,400 | $135,905-13.6% | $126,068-6.9% | $198,609-40.9% |
| Participation rate | 100.0% | 85.6%+14.4pp | 84.7%+15.3pp | 82.4%+17.6pp |
| Annual return | 11.05% | 14.07%-3.0pp | 15.01%-4.0pp | 202.70%-191.6pp |
| Employer contribution / active EE | $2,903 | $4,245-31.6% | $3,968-26.8% | $5,055-42.6% |
| Participant deferral / active EE | $9,522 | $8,523+11.7% | $8,214+15.9% | $6,977+36.5% |
| Admin fee / account holder | $2,229 | $21,036-89.4% | $18,264-87.8% | $19,030-88.3% |