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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 | $135,905-62.9% | $126,068-60.0% | $198,609-74.6% |
| Participation rate | 100.0% | 85.6%+14.4pp | 84.7%+15.3pp | 82.4%+17.6pp |
| Annual return | 17.72% | 14.07%+3.7pp | 15.01%+2.7pp | 202.70%-185.0pp |
| Employer contribution / active EE | $4,130 | $4,245-2.7% | $3,968+4.1% | $5,055-18.3% |
| Participant deferral / active EE | $13,294 | $8,523+56.0% | $8,214+61.8% | $6,977+90.5% |
| Admin fee / account holder | $12,131 | $21,036-42.3% | $18,264-33.6% | $19,030-36.3% |