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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 | $17,587 | $154,228-88.6% | $145,433-87.9% | $137,256-87.2% |
| Participation rate | 75.0% | 83.8%-8.8pp | 82.1%-7.1pp | 80.0%-5.0pp |
| Annual return | 15.59% | 74.59%-59.0pp | 66.58%-51.0pp | 220.34%-204.8pp |
| Employer contribution / active EE | $9,058 | $4,804+88.6% | $4,554+98.9% | $4,156+118.0% |
| Participant deferral / active EE | $24,987 | $8,216+204.1% | $7,897+216.4% | $6,407+290.0% |
| Admin fee / account holder | $6,501 | $14,344-54.7% | $13,129-50.5% | $12,270-47.0% |