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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 | $60,842 | $126,661-52.0% | $113,397-46.3% | $138,895-56.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.5%+23.5pp | 79.9%+20.1pp |
| Annual return | 15.63% | 25.05%-9.4pp | 23.20%-7.6pp | 145.39%-129.8pp |
| Employer contribution / active EE | $2,308 | $3,456-33.2% | $2,977-22.5% | $4,194-45.0% |
| Participant deferral / active EE | $13,445 | $5,693+136.2% | $5,076+164.9% | $6,396+110.2% |
| Admin fee / account holder | $587 | $14,549-96.0% | $11,957-95.1% | $12,562-95.3% |