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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 | $21,757 | $153,311-85.8% | $109,313-80.1% | $273,972-92.1% |
| Participation rate | 83.3% | 80.1%+3.2pp | 71.3%+12.1pp | 83.0%+0.3pp |
| Annual return | 3.86% | 29.86%-26.0pp | 22.07%-18.2pp | 41.46%-37.6pp |
| Employer contribution / active EE | $715 | $5,619-87.3% | $3,892-81.6% | $4,869-85.3% |
| Participant deferral / active EE | $1,759 | $3,932-55.3% | $3,166-44.4% | $5,287-66.7% |
| Admin fee / account holder | $5,486 | $8,076-32.1% | $5,666-3.2% | $10,133-45.9% |