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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 | $29,276 | $117,895-75.2% | $102,460-71.4% | $145,897-79.9% |
| Participation rate | 87.5% | 78.6%+8.9pp | 76.5%+11.0pp | 80.3%+7.2pp |
| Annual return | 15.48% | 31.92%-16.4pp | 29.47%-14.0pp | 552.29%-536.8pp |
| Employer contribution / active EE | $1,750 | $3,619-51.6% | $3,025-42.1% | $4,663-62.5% |
| Participant deferral / active EE | $5,623 | $5,736-2.0% | $5,056+11.2% | $6,689-15.9% |
| Admin fee / account holder | $3,681 | $13,353-72.4% | $9,460-61.1% | $13,390-72.5% |