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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 | $147,594-80.0% | $121,871-75.8% | $198,609-85.1% |
| Participation rate | 100.0% | 78.0%+22.0pp | 73.2%+26.8pp | 82.4%+17.6pp |
| Annual return | 17.03% | 12.94%+4.1pp | 13.57%+3.5pp | 202.70%-185.7pp |
| Employer contribution / active EE | $5,884 | $3,007+95.7% | $2,731+115.4% | $5,055+16.4% |
| Participant deferral / active EE | $6,221 | $5,168+20.4% | $4,318+44.1% | $6,977-10.8% |
| Admin fee / account holder | $2,344 | $15,134-84.5% | $11,551-79.7% | $19,030-87.7% |