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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 | $50,477 | $107,666-53.1% | $102,184-50.6% | $154,746-67.4% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.6%+17.4pp | 80.7%+19.3pp |
| Annual return | 17.72% | 29.33%-11.6pp | 31.58%-13.9pp | 172.34%-154.6pp |
| Employer contribution / active EE | $4,130 | $3,846+7.4% | $3,594+14.9% | $4,379-5.7% |
| Participant deferral / active EE | $13,294 | $8,719+52.5% | $8,309+60.0% | $6,730+97.5% |
| Admin fee / account holder | $12,131 | $12,943-6.3% | $11,609+4.5% | $14,365-15.6% |