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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 | $17,375 | $155,555-88.8% | $146,866-88.2% | $155,188-88.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 16.87% | 115.41%-98.5pp | 102.85%-86.0pp | 148.84%-132.0pp |
| Employer contribution / active EE | $4,804 | $4,647+3.4% | $4,425+8.6% | $4,248+13.1% |
| Participant deferral / active EE | $12,919 | $8,044+60.6% | $7,759+66.5% | $6,531+97.8% |
| Admin fee / account holder | $2,881 | $14,755-80.5% | $13,620-78.8% | $14,480-80.1% |