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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 | $103,164-84.9% | $90,259-82.7% | $154,746-89.9% |
| Participation rate | 100.0% | 76.1%+23.9pp | 70.7%+29.3pp | 80.7%+19.3pp |
| Annual return | 16.26% | 19.25%-3.0pp | 18.88%-2.6pp | 172.34%-156.1pp |
| Employer contribution / active EE | $4,550 | $2,532+79.7% | $2,291+98.6% | $4,379+3.9% |
| Participant deferral / active EE | $4,061 | $4,422-8.2% | $3,827+6.1% | $6,730-39.7% |
| Admin fee / account holder | $1,097 | $8,593-87.2% | $7,267-84.9% | $14,365-92.4% |