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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 | $51,738 | $155,555-66.7% | $146,866-64.8% | $155,188-66.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 13.23% | 115.41%-102.2pp | 102.85%-89.6pp | 148.84%-135.6pp |
| Employer contribution / active EE | $1,773 | $4,647-61.9% | $4,425-59.9% | $4,248-58.3% |
| Participant deferral / active EE | $5,167 | $8,044-35.8% | $7,759-33.4% | $6,531-20.9% |
| Admin fee / account holder | $2,484 | $14,755-83.2% | $13,620-81.8% | $14,480-82.8% |