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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 | $14,495 | $181,062-92.0% | $158,223-90.8% | $155,188-90.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 12.99% | 57.39%-44.4pp | 52.09%-39.1pp | 148.84%-135.8pp |
| Employer contribution / active EE | $1,962 | $4,565-57.0% | $4,109-52.3% | $4,248-53.8% |
| Participant deferral / active EE | $2,185 | $6,134-64.4% | $5,467-60.0% | $6,531-66.5% |
| Admin fee / account holder | $1,229 | $18,825-93.5% | $16,047-92.3% | $14,480-91.5% |