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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 | $97,289-48.1% | $92,805-45.6% | $155,188-67.5% |
| Participation rate | 100.0% | 84.2%+15.8pp | 83.5%+16.5pp | 80.8%+19.2pp |
| Annual return | 17.72% | 29.03%-11.3pp | 31.59%-13.9pp | 148.84%-131.1pp |
| Employer contribution / active EE | $4,130 | $3,632+13.7% | $3,424+20.6% | $4,248-2.8% |
| Participant deferral / active EE | $13,294 | $8,795+51.1% | $8,448+57.4% | $6,531+103.5% |
| Admin fee / account holder | $12,131 | $12,015+1.0% | $10,911+11.2% | $14,480-16.2% |