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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 | $17,585 | $154,228-88.6% | $145,433-87.9% | $137,256-87.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 12.68% | 74.59%-61.9pp | 66.58%-53.9pp | 220.34%-207.7pp |
| Employer contribution / active EE | $1,502 | $4,804-68.7% | $4,554-67.0% | $4,156-63.9% |
| Participant deferral / active EE | $28,237 | $8,216+243.7% | $7,897+257.5% | $6,407+340.7% |
| Admin fee / account holder | $4,522 | $14,344-68.5% | $13,129-65.6% | $12,270-63.1% |