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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 | $29,016 | $211,224-86.3% | $178,505-83.7% | $145,897-80.1% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 13.87% | 30.28%-16.4pp | 27.16%-13.3pp | 552.29%-538.4pp |
| Employer contribution / active EE | $4,295 | $4,577-6.2% | $3,955+8.6% | $4,663-7.9% |
| Participant deferral / active EE | $14,720 | $6,966+111.3% | $6,280+134.4% | $6,689+120.1% |
| Admin fee / account holder | $2,733 | $12,109-77.4% | $10,428-73.8% | $13,390-79.6% |