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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 | $46,357 | $196,972-76.5% | $182,262-74.6% | $198,609-76.7% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 17.80% | 158.27%-140.5pp | 140.60%-122.8pp | 202.70%-184.9pp |
| Employer contribution / active EE | $5,641 | $5,364+5.2% | $5,046+11.8% | $5,055+11.6% |
| Participant deferral / active EE | $6,694 | $8,643-22.5% | $8,276-19.1% | $6,977-4.0% |
| Admin fee / account holder | $7,672 | $18,429-58.4% | $16,712-54.1% | $19,030-59.7% |