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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 | $80,047 | $210,343-61.9% | $153,476-47.8% | $145,978-45.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 10.09% | 13.38%-3.3pp | 15.66%-5.6pp | 550.52%-540.4pp |
| Employer contribution / active EE | $5,679 | $6,047-6.1% | $5,038+12.7% | $4,662+21.8% |
| Participant deferral / active EE | $10,167 | $7,977+27.5% | $6,759+50.4% | $6,690+52.0% |
| Admin fee / account holder | $26,125 | $19,424+34.5% | $12,729+105.2% | $13,400+95.0% |