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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 | $71,218 | $155,555-54.2% | $146,866-51.5% | $155,188-54.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 12.99% | 115.41%-102.4pp | 102.85%-89.9pp | 148.84%-135.8pp |
| Employer contribution / active EE | $3,250 | $4,647-30.1% | $4,425-26.5% | $4,248-23.5% |
| Participant deferral / active EE | $3,250 | $8,044-59.6% | $7,759-58.1% | $6,531-50.2% |
| Admin fee / account holder | $8,580 | $14,755-41.9% | $13,620-37.0% | $14,480-40.7% |