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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 | $13,122 | $115,225-88.6% | $100,712-87.0% | $138,895-90.6% |
| Participation rate | 100.0% | 74.3%+25.7pp | 69.3%+30.7pp | 79.9%+20.1pp |
| Annual return | 27.21% | 40.35%-13.1pp | 33.27%-6.1pp | 145.39%-118.2pp |
| Employer contribution / active EE | $4,381 | $2,771+58.1% | $2,313+89.4% | $4,194+4.5% |
| Participant deferral / active EE | $4,904 | $4,699+4.4% | $4,085+20.0% | $6,396-23.3% |
| Admin fee / account holder | $905 | $10,844-91.7% | $9,256-90.2% | $12,562-92.8% |