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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 | $29,789 | $211,288-85.9% | $178,540-83.3% | $145,884-79.6% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 13.58% | 30.27%-16.7pp | 27.15%-13.6pp | 551.85%-538.3pp |
| Employer contribution / active EE | $2,823 | $4,574-38.3% | $3,953-28.6% | $4,662-39.5% |
| Participant deferral / active EE | $7,116 | $6,967+2.1% | $6,281+13.3% | $6,690+6.4% |
| Admin fee / account holder | $697 | $12,105-94.2% | $10,424-93.3% | $13,392-94.8% |