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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 | $28,355 | $123,155-77.0% | $108,753-73.9% | $155,188-81.7% |
| Participation rate | 100.0% | 75.6%+24.4pp | 71.1%+28.9pp | 80.8%+19.2pp |
| Annual return | 14.14% | 44.73%-30.6pp | 37.47%-23.3pp | 148.84%-134.7pp |
| Employer contribution / active EE | $3,908 | $2,811+39.0% | $2,427+61.1% | $4,248-8.0% |
| Participant deferral / active EE | $4,946 | $4,623+7.0% | $4,115+20.2% | $6,531-24.3% |
| Admin fee / account holder | $1,293 | $12,126-89.3% | $10,320-87.5% | $14,480-91.1% |