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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 | $11,046 | $108,882-89.9% | $96,754-88.6% | $154,746-92.9% |
| Participation rate | 80.0% | 75.1%+4.9pp | 70.3%+9.7pp | 80.7%-0.7pp |
| Annual return | 21.18% | 98.39%-77.2pp | 82.04%-60.9pp | 172.34%-151.2pp |
| Employer contribution / active EE | $3,266 | $3,018+8.2% | $2,679+21.9% | $4,379-25.4% |
| Participant deferral / active EE | $6,825 | $5,323+28.2% | $4,758+43.5% | $6,730+1.4% |
| Admin fee / account holder | $305 | $10,200-97.0% | $8,905-96.6% | $14,365-97.9% |