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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 | $27,697 | $215,361-87.1% | $171,082-83.8% | $273,972-89.9% |
| Participation rate | 75.0% | 82.0%-7.0pp | 76.7%-1.7pp | 83.0%-8.0pp |
| Annual return | 5.91% | 25.14%-19.2pp | 32.56%-26.6pp | 41.46%-35.5pp |
| Employer contribution / active EE | $1,193 | $4,967-76.0% | $4,002-70.2% | $4,869-75.5% |
| Participant deferral / active EE | $2,575 | $5,543-53.5% | $4,797-46.3% | $5,287-51.3% |
| Admin fee / account holder | $1,294 | $10,846-88.1% | $8,520-84.8% | $10,133-87.2% |