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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 | $33,988 | $124,425-72.7% | $112,040-69.7% | $137,256-75.2% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 17.20% | 24.72%-7.5pp | 24.52%-7.3pp | 220.34%-203.1pp |
| Employer contribution / active EE | $4,857 | $3,411+42.4% | $2,954+64.4% | $4,156+16.9% |
| Participant deferral / active EE | $25,075 | $5,718+338.5% | $5,098+391.9% | $6,407+291.4% |
| Admin fee / account holder | $5,153 | $15,207-66.1% | $12,098-57.4% | $12,270-58.0% |