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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 | $76,062 | $107,666-29.4% | $102,184-25.6% | $154,746-50.8% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.6%+17.4pp | 80.7%+19.3pp |
| Annual return | 13.40% | 29.33%-15.9pp | 31.58%-18.2pp | 172.34%-158.9pp |
| Employer contribution / active EE | $8,866 | $3,846+130.5% | $3,594+146.7% | $4,379+102.5% |
| Participant deferral / active EE | $14,198 | $8,719+62.8% | $8,309+70.9% | $6,730+111.0% |
| Admin fee / account holder | $1,270 | $12,943-90.2% | $11,609-89.1% | $14,365-91.2% |