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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 | $87,288 | $105,960-17.6% | $81,726+6.8% | $158,982-45.1% |
| Participation rate | 83.3% | 75.6%+7.7pp | 72.0%+11.3pp | 82.0%+1.4pp |
| Annual return | 12.84% | 38.19%-25.3pp | 29.49%-16.7pp | 302.99%-290.2pp |
| Employer contribution / active EE | $2,531 | $7,805-67.6% | $4,311-41.3% | $4,763-46.9% |
| Participant deferral / active EE | $17,715 | $13,011+36.1% | $7,108+149.2% | $5,983+196.1% |
| Admin fee / account holder | $6,071 | $8,494-28.5% | $5,160+17.7% | $11,252-46.0% |