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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 | $58,762 | $154,228-61.9% | $145,433-59.6% | $137,256-57.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 14.42% | 74.59%-60.2pp | 66.58%-52.2pp | 220.34%-205.9pp |
| Employer contribution / active EE | $860 | $4,804-82.1% | $4,554-81.1% | $4,156-79.3% |
| Participant deferral / active EE | $2,754 | $8,216-66.5% | $7,897-65.1% | $6,407-57.0% |
| Admin fee / account holder | $17,006 | $14,344+18.6% | $13,129+29.5% | $12,270+38.6% |