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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 | $103,164-71.4% | $90,259-67.3% | $154,746-80.9% |
| Participation rate | 100.0% | 76.1%+23.9pp | 70.7%+29.3pp | 80.7%+19.3pp |
| Annual return | 17.03% | 19.25%-2.2pp | 18.88%-1.9pp | 172.34%-155.3pp |
| Employer contribution / active EE | $5,884 | $2,532+132.4% | $2,291+156.8% | $4,379+34.4% |
| Participant deferral / active EE | $6,221 | $4,422+40.7% | $3,827+62.6% | $6,730-7.6% |
| Admin fee / account holder | $2,344 | $8,593-72.7% | $7,267-67.8% | $14,365-83.7% |