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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 | $102,609-57.8% | $98,090-55.8% | $138,895-68.8% |
| Participation rate | 78.6% | 82.8%-4.2pp | 81.5%-3.0pp | 79.9%-1.3pp |
| Annual return | 16.10% | 36.44%-20.3pp | 37.05%-21.0pp | 145.39%-129.3pp |
| Employer contribution / active EE | $5,496 | $3,867+42.1% | $3,606+52.4% | $4,194+31.0% |
| Participant deferral / active EE | $8,537 | $8,167+4.5% | $7,845+8.8% | $6,396+33.5% |
| Admin fee / account holder | $10,419 | $11,434-8.9% | $11,815-11.8% | $12,562-17.1% |