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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 | $135,905-44.0% | $126,068-39.7% | $198,609-61.7% |
| Participation rate | 100.0% | 85.6%+14.4pp | 84.7%+15.3pp | 82.4%+17.6pp |
| Annual return | 13.40% | 14.07%-0.7pp | 15.01%-1.6pp | 202.70%-189.3pp |
| Employer contribution / active EE | $8,866 | $4,245+108.9% | $3,968+123.4% | $5,055+75.4% |
| Participant deferral / active EE | $14,198 | $8,523+66.6% | $8,214+72.9% | $6,977+103.5% |
| Admin fee / account holder | $1,270 | $21,036-94.0% | $18,264-93.0% | $19,030-93.3% |