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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 | $29,126 | $155,555-81.3% | $146,866-80.2% | $155,188-81.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 17.97% | 115.41%-97.4pp | 102.85%-84.9pp | 148.84%-130.9pp |
| Employer contribution / active EE | $5,134 | $4,647+10.5% | $4,425+16.0% | $4,248+20.9% |
| Participant deferral / active EE | $10,074 | $8,044+25.2% | $7,759+29.8% | $6,531+54.2% |
| Admin fee / account holder | $8,448 | $14,755-42.7% | $13,620-38.0% | $14,480-41.7% |