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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 | $18,415 | $162,136-88.6% | $152,301-87.9% | $154,746-88.1% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 18.74% | 91.02%-72.3pp | 80.50%-61.8pp | 172.34%-153.6pp |
| Employer contribution / active EE | $3,726 | $4,890-23.8% | $4,624-19.4% | $4,379-14.9% |
| Participant deferral / active EE | $10,100 | $8,341+21.1% | $8,004+26.2% | $6,730+50.1% |
| Admin fee / account holder | $3,566 | $15,759-77.4% | $14,398-75.2% | $14,365-75.2% |