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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 | $31,761 | $148,629-78.6% | $135,982-76.6% | $139,487-77.2% |
| Participation rate | 88.9% | 83.9%+5.0pp | 81.9%+7.0pp | 80.3%+8.6pp |
| Annual return | 14.49% | 79.33%-64.8pp | 68.32%-53.8pp | 373.84%-359.4pp |
| Employer contribution / active EE | $3,826 | $5,247-27.1% | $4,859-21.3% | $4,755-19.5% |
| Participant deferral / active EE | $6,679 | $8,102-17.6% | $7,760-13.9% | $6,713-0.5% |
| Admin fee / account holder | $4,367 | $12,406-64.8% | $10,767-59.4% | $11,407-61.7% |