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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 | $55,624 | $153,769-63.8% | $133,975-58.5% | $273,972-79.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 4.29% | 36.51%-32.2pp | 29.29%-25.0pp | 41.46%-37.2pp |
| Employer contribution / active EE | $4,593 | $6,029-23.8% | $5,211-11.9% | $4,869-5.7% |
| Participant deferral / active EE | $5,017 | $6,958-27.9% | $6,282-20.1% | $5,287-5.1% |
| Admin fee / account holder | $4,354 | $11,765-63.0% | $9,324-53.3% | $10,133-57.0% |