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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 | $72,480 | $107,666-32.7% | $102,184-29.1% | $154,746-53.2% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.6%+17.4pp | 80.7%+19.3pp |
| Annual return | 16.06% | 29.33%-13.3pp | 31.58%-15.5pp | 172.34%-156.3pp |
| Employer contribution / active EE | $7,980 | $3,846+107.5% | $3,594+122.1% | $4,379+82.2% |
| Participant deferral / active EE | $24,597 | $8,719+182.1% | $8,309+196.0% | $6,730+265.5% |
| Admin fee / account holder | $9,979 | $12,943-22.9% | $11,609-14.0% | $14,365-30.5% |