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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 | $62,257 | $127,386-51.1% | $115,037-45.9% | $125,388-50.3% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 2.36% | 31.28%-28.9pp | 26.14%-23.8pp | 282.24%-279.9pp |
| Employer contribution / active EE | $5,827 | $5,166+12.8% | $4,608+26.5% | $4,866+19.7% |
| Participant deferral / active EE | $4,851 | $6,423-24.5% | $6,026-19.5% | $5,352-9.4% |
| Admin fee / account holder | $1,285 | $9,516-86.5% | $8,175-84.3% | $9,541-86.5% |