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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 | $94,668 | $154,228-38.6% | $145,433-34.9% | $137,256-31.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 17.63% | 74.59%-57.0pp | 66.58%-48.9pp | 220.34%-202.7pp |
| Employer contribution / active EE | $2,271 | $4,804-52.7% | $4,554-50.1% | $4,156-45.4% |
| Participant deferral / active EE | $6,474 | $8,216-21.2% | $7,897-18.0% | $6,407+1.0% |
| Admin fee / account holder | $6,733 | $14,344-53.1% | $13,129-48.7% | $12,270-45.1% |