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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 | $67,279 | $138,312-51.4% | $122,979-45.3% | $155,188-56.6% |
| Participation rate | 75.0% | 80.2%-5.2pp | 77.2%-2.2pp | 80.8%-5.8pp |
| Annual return | 14.28% | 22.06%-7.8pp | 20.12%-5.8pp | 148.84%-134.6pp |
| Employer contribution / active EE | $2,254 | $3,530-36.2% | $3,062-26.4% | $4,248-46.9% |
| Participant deferral / active EE | $3,737 | $5,592-33.2% | $5,003-25.3% | $6,531-42.8% |
| Admin fee / account holder | $1,701 | $15,089-88.7% | $12,864-86.8% | $14,480-88.3% |