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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 | $38,986 | $135,905-71.3% | $126,068-69.1% | $198,609-80.4% |
| Participation rate | 100.0% | 85.6%+14.4pp | 84.7%+15.3pp | 82.4%+17.6pp |
| Annual return | 14.77% | 14.07%+0.7pp | 15.01%-0.2pp | 202.70%-187.9pp |
| Employer contribution / active EE | $2,279 | $4,245-46.3% | $3,968-42.6% | $5,055-54.9% |
| Participant deferral / active EE | $23,500 | $8,523+175.7% | $8,214+186.1% | $6,977+236.8% |
| Admin fee / account holder | $13,218 | $21,036-37.2% | $18,264-27.6% | $19,030-30.5% |