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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 | $32,203 | $154,228-79.1% | $145,433-77.9% | $137,256-76.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 15.47% | 74.59%-59.1pp | 66.58%-51.1pp | 220.34%-204.9pp |
| Employer contribution / active EE | $3,083 | $4,804-35.8% | $4,554-32.3% | $4,156-25.8% |
| Participant deferral / active EE | $6,192 | $8,216-24.6% | $7,897-21.6% | $6,407-3.4% |
| Admin fee / account holder | $1,368 | $14,344-90.5% | $13,129-89.6% | $12,270-88.9% |