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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 | $20,169 | $124,425-83.8% | $112,040-82.0% | $137,256-85.3% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 14.01% | 24.72%-10.7pp | 24.52%-10.5pp | 220.34%-206.3pp |
| Employer contribution / active EE | $5,532 | $3,411+62.2% | $2,954+87.3% | $4,156+33.1% |
| Participant deferral / active EE | $11,764 | $5,718+105.7% | $5,098+130.8% | $6,407+83.6% |
| Admin fee / account holder | $2,480 | $15,207-83.7% | $12,098-79.5% | $12,270-79.8% |