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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 | $58,784 | $196,972-70.2% | $182,262-67.7% | $198,609-70.4% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 17.53% | 158.27%-140.7pp | 140.60%-123.1pp | 202.70%-185.2pp |
| Employer contribution / active EE | $3,364 | $5,364-37.3% | $5,046-33.3% | $5,055-33.5% |
| Participant deferral / active EE | $4,896 | $8,643-43.4% | $8,276-40.8% | $6,977-29.8% |
| Admin fee / account holder | $358 | $18,429-98.1% | $16,712-97.9% | $19,030-98.1% |