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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 | $40,927 | $124,351-67.1% | $109,188-62.5% | $167,553-75.6% |
| Participation rate | 75.0% | 79.4%-4.4pp | 75.9%-0.9pp | 82.1%-7.1pp |
| Annual return | 12.83% | 26.04%-13.2pp | 25.76%-12.9pp | 478.89%-466.1pp |
| Employer contribution / active EE | $4,742 | $4,210+12.6% | $3,723+27.4% | $4,840-2.0% |
| Participant deferral / active EE | $10,805 | $5,257+105.6% | $4,654+132.2% | $6,343+70.4% |
| Admin fee / account holder | $12,294 | $7,975+54.2% | $6,755+82.0% | $12,316-0.2% |