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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 | $156,398-81.0% | $147,318-79.8% | $138,895-78.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 15.25% | 78.75%-63.5pp | 70.43%-55.2pp | 145.39%-130.1pp |
| Employer contribution / active EE | $1,372 | $4,853-71.7% | $4,593-70.1% | $4,194-67.3% |
| Participant deferral / active EE | $2,743 | $8,237-66.7% | $7,906-65.3% | $6,396-57.1% |
| Admin fee / account holder | $1,494 | $14,976-90.0% | $13,708-89.1% | $12,562-88.1% |