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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 | $30,562 | $154,228-80.2% | $145,433-79.0% | $137,256-77.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 17.41% | 74.59%-57.2pp | 66.58%-49.2pp | 220.34%-202.9pp |
| Employer contribution / active EE | $8,479 | $4,804+76.5% | $4,554+86.2% | $4,156+104.0% |
| Participant deferral / active EE | $10,631 | $8,216+29.4% | $7,897+34.6% | $6,407+65.9% |
| Admin fee / account holder | $2,301 | $14,344-84.0% | $13,129-82.5% | $12,270-81.3% |