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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 | $44,248 | $148,629-70.2% | $135,982-67.5% | $139,487-68.3% |
| Participation rate | 76.9% | 83.9%-6.9pp | 81.9%-5.0pp | 80.3%-3.4pp |
| Annual return | 14.75% | 79.33%-64.6pp | 68.32%-53.6pp | 373.84%-359.1pp |
| Employer contribution / active EE | $3,179 | $5,247-39.4% | $4,859-34.6% | $4,755-33.1% |
| Participant deferral / active EE | $6,757 | $8,102-16.6% | $7,760-12.9% | $6,713+0.7% |
| Admin fee / account holder | $15,992 | $12,406+28.9% | $10,767+48.5% | $11,407+40.2% |