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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 | $162,136-73.5% | $152,301-71.8% | $154,746-72.2% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 13.96% | 91.02%-77.1pp | 80.50%-66.5pp | 172.34%-158.4pp |
| Employer contribution / active EE | $3,544 | $4,890-27.5% | $4,624-23.4% | $4,379-19.1% |
| Participant deferral / active EE | $12,121 | $8,341+45.3% | $8,004+51.4% | $6,730+80.1% |
| Admin fee / account holder | $11,300 | $15,759-28.3% | $14,398-21.5% | $14,365-21.3% |