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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 | $53,474 | $178,174-70.0% | $156,181-65.8% | $137,256-61.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 11.95% | 84.19%-72.2pp | 64.87%-52.9pp | 220.34%-208.4pp |
| Employer contribution / active EE | $2,796 | $4,972-43.8% | $4,294-34.9% | $4,156-32.7% |
| Participant deferral / active EE | $8,471 | $6,888+23.0% | $6,132+38.1% | $6,407+32.2% |
| Admin fee / account holder | $39,216 | $17,404+125.3% | $14,586+168.9% | $12,270+219.6% |