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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 | $15,618 | $102,245-84.7% | $89,340-82.5% | $137,256-88.6% |
| Participation rate | 100.0% | 74.9%+25.1pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 16.26% | 21.89%-5.6pp | 20.57%-4.3pp | 220.34%-204.1pp |
| Employer contribution / active EE | $4,550 | $2,529+79.9% | $2,231+103.9% | $4,156+9.5% |
| Participant deferral / active EE | $4,061 | $4,436-8.5% | $3,823+6.2% | $6,407-36.6% |
| Admin fee / account holder | $1,097 | $8,085-86.4% | $6,704-83.6% | $12,270-91.1% |