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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 | $31,471 | $154,228-79.6% | $145,433-78.4% | $137,256-77.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 39.90% | 74.59%-34.7pp | 66.58%-26.7pp | 220.34%-180.4pp |
| Employer contribution / active EE | $6,833 | $4,804+42.2% | $4,554+50.0% | $4,156+64.4% |
| Participant deferral / active EE | $9,058 | $8,216+10.2% | $7,897+14.7% | $6,407+41.4% |
| Admin fee / account holder | $7,641 | $14,344-46.7% | $13,129-41.8% | $12,270-37.7% |