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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 | $155,555-88.7% | $146,866-88.0% | $155,188-88.7% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.5%-7.5pp | 80.8%-5.8pp |
| Annual return | 15.59% | 115.41%-99.8pp | 102.85%-87.3pp | 148.84%-133.3pp |
| Employer contribution / active EE | $9,058 | $4,647+94.9% | $4,425+104.7% | $4,248+113.2% |
| Participant deferral / active EE | $24,987 | $8,044+210.6% | $7,759+222.0% | $6,531+282.6% |
| Admin fee / account holder | $6,501 | $14,755-55.9% | $13,620-52.3% | $14,480-55.1% |