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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 | $27,290 | $154,228-82.3% | $145,433-81.2% | $137,256-80.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 15.97% | 74.59%-58.6pp | 66.58%-50.6pp | 220.34%-204.4pp |
| Employer contribution / active EE | $2,259 | $4,804-53.0% | $4,554-50.4% | $4,156-45.6% |
| Participant deferral / active EE | $22,102 | $8,216+169.0% | $7,897+179.9% | $6,407+245.0% |
| Admin fee / account holder | $5,012 | $14,344-65.1% | $13,129-61.8% | $12,270-59.2% |