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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 | $100,970-24.7% | $96,576-21.2% | $137,256-44.6% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 13.40% | 38.16%-24.8pp | 38.47%-25.1pp | 220.34%-206.9pp |
| Employer contribution / active EE | $8,866 | $3,809+132.8% | $3,553+149.5% | $4,156+113.3% |
| Participant deferral / active EE | $14,198 | $8,286+71.3% | $7,956+78.4% | $6,407+121.6% |
| Admin fee / account holder | $1,270 | $11,312-88.8% | $11,381-88.8% | $12,270-89.6% |