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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 | $110,079 | $124,425-11.5% | $112,040-1.8% | $137,256-19.8% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 18.67% | 24.72%-6.0pp | 24.52%-5.8pp | 220.34%-201.7pp |
| Employer contribution / active EE | $1,476 | $3,411-56.7% | $2,954-50.0% | $4,156-64.5% |
| Participant deferral / active EE | $10,772 | $5,718+88.4% | $5,098+111.3% | $6,407+68.1% |
| Admin fee / account holder | $20,828 | $15,207+37.0% | $12,098+72.2% | $12,270+69.7% |