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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 | $79,821 | $65,712+21.5% | $57,196+39.6% | $273,972-70.9% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 6.56% | 22.01%-15.4pp | 14.59%-8.0pp | 41.46%-34.9pp |
| Employer contribution / active EE | $4,271 | $3,280+30.2% | $2,683+59.2% | $4,869-12.3% |
| Participant deferral / active EE | $8,360 | $3,782+121.1% | $3,096+170.0% | $5,287+58.1% |
| Admin fee / account holder | $3,776 | $4,838-21.9% | $3,141+20.2% | $10,133-62.7% |