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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 | $100,970-28.2% | $96,576-25.0% | $137,256-47.2% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 16.06% | 38.16%-22.1pp | 38.47%-22.4pp | 220.34%-204.3pp |
| Employer contribution / active EE | $7,980 | $3,809+109.5% | $3,553+124.6% | $4,156+92.0% |
| Participant deferral / active EE | $24,597 | $8,286+196.8% | $7,956+209.1% | $6,407+283.9% |
| Admin fee / account holder | $9,979 | $11,312-11.8% | $11,381-12.3% | $12,270-18.7% |