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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 | $74,620 | $139,948-46.7% | $121,663-38.7% | $154,746-51.8% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.5%+25.5pp | 80.7%+19.3pp |
| Annual return | 12.63% | 230.52%-217.9pp | 147.54%-134.9pp | 172.34%-159.7pp |
| Employer contribution / active EE | $1,554 | $3,521-55.9% | $3,020-48.5% | $4,379-64.5% |
| Participant deferral / active EE | $14,759 | $5,629+162.2% | $4,887+202.0% | $6,730+119.3% |
| Admin fee / account holder | $12,634 | $17,321-27.1% | $14,289-11.6% | $14,365-12.1% |