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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 | $43,001 | $196,972-78.2% | $182,262-76.4% | $198,609-78.3% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 13.96% | 158.27%-144.3pp | 140.60%-126.6pp | 202.70%-188.7pp |
| Employer contribution / active EE | $3,544 | $5,364-33.9% | $5,046-29.8% | $5,055-29.9% |
| Participant deferral / active EE | $12,121 | $8,643+40.2% | $8,276+46.5% | $6,977+73.7% |
| Admin fee / account holder | $11,300 | $18,429-38.7% | $16,712-32.4% | $19,030-40.6% |