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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 | $100,970-50.0% | $96,576-47.7% | $137,256-63.2% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 17.72% | 38.16%-20.4pp | 38.47%-20.7pp | 220.34%-202.6pp |
| Employer contribution / active EE | $4,130 | $3,809+8.4% | $3,553+16.2% | $4,156-0.6% |
| Participant deferral / active EE | $13,294 | $8,286+60.4% | $7,956+67.1% | $6,407+107.5% |
| Admin fee / account holder | $12,131 | $11,312+7.2% | $11,381+6.6% | $12,270-1.1% |