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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 | $78,142 | $275,752-71.7% | $256,809-69.6% | $198,609-60.7% |
| Participation rate | 100.0% | 89.2%+10.8pp | 88.5%+11.5pp | 82.4%+17.6pp |
| Annual return | 16.67% | 34.81%-18.1pp | 32.73%-16.1pp | 202.70%-186.0pp |
| Employer contribution / active EE | $7,607 | $7,721-1.5% | $7,263+4.7% | $5,055+50.5% |
| Participant deferral / active EE | $13,496 | $10,037+34.5% | $9,520+41.8% | $6,977+93.4% |
| Admin fee / account holder | $4,961 | $25,716-80.7% | $25,146-80.3% | $19,030-73.9% |