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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 | $124,980-77.3% | $108,359-73.8% | $154,746-81.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 14.14% | 45.00%-30.9pp | 36.89%-22.8pp | 172.34%-158.2pp |
| Employer contribution / active EE | $3,908 | $2,851+37.1% | $2,399+62.9% | $4,379-10.8% |
| Participant deferral / active EE | $4,946 | $4,743+4.3% | $4,137+19.6% | $6,730-26.5% |
| Admin fee / account holder | $1,293 | $11,502-88.8% | $9,741-86.7% | $14,365-91.0% |