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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 | $29,513 | $102,245-71.1% | $89,340-67.0% | $137,256-78.5% |
| Participation rate | 100.0% | 74.9%+25.1pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 17.03% | 21.89%-4.9pp | 20.57%-3.5pp | 220.34%-203.3pp |
| Employer contribution / active EE | $5,884 | $2,529+132.7% | $2,231+163.7% | $4,156+41.6% |
| Participant deferral / active EE | $6,221 | $4,436+40.2% | $3,823+62.7% | $6,407-2.9% |
| Admin fee / account holder | $2,344 | $8,085-71.0% | $6,704-65.0% | $12,270-80.9% |