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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 | $25,683 | $162,136-84.2% | $152,301-83.1% | $154,746-83.4% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 13.87% | 91.02%-77.2pp | 80.50%-66.6pp | 172.34%-158.5pp |
| Employer contribution / active EE | $3,269 | $4,890-33.2% | $4,624-29.3% | $4,379-25.4% |
| Participant deferral / active EE | $3,269 | $8,341-60.8% | $8,004-59.2% | $6,730-51.4% |
| Admin fee / account holder | $2,531 | $15,759-83.9% | $14,398-82.4% | $14,365-82.4% |