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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 | $83,905 | $65,712+27.7% | $57,196+46.7% | $273,972-69.4% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 5.51% | 22.01%-16.5pp | 14.59%-9.1pp | 41.46%-35.9pp |
| Employer contribution / active EE | $3,516 | $3,280+7.2% | $2,683+31.1% | $4,869-27.8% |
| Participant deferral / active EE | $3,563 | $3,782-5.8% | $3,096+15.1% | $5,287-32.6% |
| Admin fee / account holder | $859 | $4,838-82.3% | $3,141-72.7% | $10,133-91.5% |