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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 | $89,265 | $97,289-8.2% | $92,805-3.8% | $155,188-42.5% |
| Participation rate | 100.0% | 84.2%+15.8pp | 83.5%+16.5pp | 80.8%+19.2pp |
| Annual return | 15.92% | 29.03%-13.1pp | 31.59%-15.7pp | 148.84%-132.9pp |
| Employer contribution / active EE | $16,837 | $3,632+363.6% | $3,424+391.7% | $4,248+296.4% |
| Participant deferral / active EE | $30,940 | $8,795+251.8% | $8,448+266.3% | $6,531+373.7% |
| Admin fee / account holder | $24,693 | $12,015+105.5% | $10,911+126.3% | $14,480+70.5% |