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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 | $97,289-21.8% | $92,805-18.0% | $155,188-51.0% |
| Participation rate | 100.0% | 84.2%+15.8pp | 83.5%+16.5pp | 80.8%+19.2pp |
| Annual return | 13.40% | 29.03%-15.6pp | 31.59%-18.2pp | 148.84%-135.4pp |
| Employer contribution / active EE | $8,866 | $3,632+144.1% | $3,424+158.9% | $4,248+108.7% |
| Participant deferral / active EE | $14,198 | $8,795+61.4% | $8,448+68.1% | $6,531+117.4% |
| Admin fee / account holder | $1,270 | $12,015-89.4% | $10,911-88.4% | $14,480-91.2% |