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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 | $29,715 | $154,228-80.7% | $145,433-79.6% | $137,256-78.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 15.25% | 74.59%-59.3pp | 66.58%-51.3pp | 220.34%-205.1pp |
| Employer contribution / active EE | $1,372 | $4,804-71.4% | $4,554-69.9% | $4,156-67.0% |
| Participant deferral / active EE | $2,743 | $8,216-66.6% | $7,897-65.3% | $6,407-57.2% |
| Admin fee / account holder | $1,494 | $14,344-89.6% | $13,129-88.6% | $12,270-87.8% |