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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 | $107,809-89.8% | $97,032-88.6% | $155,188-92.9% |
| Participation rate | 80.0% | 75.5%+4.5pp | 71.6%+8.4pp | 80.8%-0.8pp |
| Annual return | 21.18% | 38.06%-16.9pp | 35.38%-14.2pp | 148.84%-127.7pp |
| Employer contribution / active EE | $3,266 | $2,911+12.2% | $2,629+24.2% | $4,248-23.1% |
| Participant deferral / active EE | $6,825 | $5,129+33.1% | $4,672+46.1% | $6,531+4.5% |
| Admin fee / account holder | $305 | $10,717-97.2% | $9,418-96.8% | $14,480-97.9% |