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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 | $37,601 | $154,228-75.6% | $145,433-74.1% | $137,256-72.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 16.69% | 74.59%-57.9pp | 66.58%-49.9pp | 220.34%-203.7pp |
| Employer contribution / active EE | $3,724 | $4,804-22.5% | $4,554-18.2% | $4,156-10.4% |
| Participant deferral / active EE | $13,343 | $8,216+62.4% | $7,897+69.0% | $6,407+108.3% |
| Admin fee / account holder | $4,351 | $14,344-69.7% | $13,129-66.9% | $12,270-64.5% |