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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 | $43,318 | $100,970-57.1% | $96,576-55.1% | $137,256-68.4% |
| Participation rate | 78.6% | 82.6%-4.0pp | 81.4%-2.9pp | 80.0%-1.4pp |
| Annual return | 16.10% | 38.16%-22.1pp | 38.47%-22.4pp | 220.34%-204.2pp |
| Employer contribution / active EE | $5,496 | $3,809+44.3% | $3,553+54.7% | $4,156+32.2% |
| Participant deferral / active EE | $8,537 | $8,286+3.0% | $7,956+7.3% | $6,407+33.3% |
| Admin fee / account holder | $10,419 | $11,312-7.9% | $11,381-8.5% | $12,270-15.1% |