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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 | $107,666-63.8% | $102,184-61.8% | $154,746-74.8% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.6%+17.4pp | 80.7%+19.3pp |
| Annual return | 14.77% | 29.33%-14.6pp | 31.58%-16.8pp | 172.34%-157.6pp |
| Employer contribution / active EE | $2,279 | $3,846-40.7% | $3,594-36.6% | $4,379-48.0% |
| Participant deferral / active EE | $23,500 | $8,719+169.5% | $8,309+182.8% | $6,730+249.2% |
| Admin fee / account holder | $13,218 | $12,943+2.1% | $11,609+13.9% | $14,365-8.0% |