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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 | $63,413 | $155,555-59.2% | $146,866-56.8% | $155,188-59.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 17.64% | 115.41%-97.8pp | 102.85%-85.2pp | 148.84%-131.2pp |
| Employer contribution / active EE | $8,017 | $4,647+72.5% | $4,425+81.2% | $4,248+88.7% |
| Participant deferral / active EE | $23,891 | $8,044+197.0% | $7,759+207.9% | $6,531+265.8% |
| Admin fee / account holder | $9,390 | $14,755-36.4% | $13,620-31.1% | $14,480-35.1% |