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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 | $22,336 | $100,970-77.9% | $96,576-76.9% | $137,256-83.7% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 19.82% | 38.16%-18.3pp | 38.47%-18.6pp | 220.34%-200.5pp |
| Employer contribution / active EE | $5,770 | $3,809+51.5% | $3,553+62.4% | $4,156+38.8% |
| Participant deferral / active EE | $2,320 | $8,286-72.0% | $7,956-70.8% | $6,407-63.8% |
| Admin fee / account holder | $5,822 | $11,312-48.5% | $11,381-48.8% | $12,270-52.6% |