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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 | $162,136-80.1% | $152,301-78.9% | $154,746-79.2% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 15.47% | 91.02%-75.6pp | 80.50%-65.0pp | 172.34%-156.9pp |
| Employer contribution / active EE | $3,083 | $4,890-37.0% | $4,624-33.3% | $4,379-29.6% |
| Participant deferral / active EE | $6,192 | $8,341-25.8% | $8,004-22.6% | $6,730-8.0% |
| Admin fee / account holder | $1,368 | $15,759-91.3% | $14,398-90.5% | $14,365-90.5% |