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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 | $105,939 | $138,312-23.4% | $122,979-13.9% | $155,188-31.7% |
| Participation rate | 100.0% | 80.2%+19.8pp | 77.2%+22.8pp | 80.8%+19.2pp |
| Annual return | 11.83% | 22.06%-10.2pp | 20.12%-8.3pp | 148.84%-137.0pp |
| Employer contribution / active EE | $1,282 | $3,530-63.7% | $3,062-58.1% | $4,248-69.8% |
| Participant deferral / active EE | $11,267 | $5,592+101.5% | $5,003+125.2% | $6,531+72.5% |
| Admin fee / account holder | $13,021 | $15,089-13.7% | $12,864+1.2% | $14,480-10.1% |