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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 | $30,914 | $70,532-56.2% | $68,948-55.2% | $137,256-77.5% |
| Participation rate | 100.0% | 81.0%+19.0pp | 79.2%+20.8pp | 80.0%+20.0pp |
| Annual return | 17.45% | 32.56%-15.1pp | 28.39%-10.9pp | 220.34%-202.9pp |
| Employer contribution / active EE | $1,396 | $4,355-67.9% | $4,165-66.5% | $4,156-66.4% |
| Participant deferral / active EE | $2,700 | $6,773-60.1% | $6,186-56.4% | $6,407-57.9% |
| Admin fee / account holder | $2,011 | $7,916-74.6% | $7,539-73.3% | $12,270-83.6% |