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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 | $156,398-62.4% | $147,318-60.1% | $138,895-57.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 17.53% | 78.75%-61.2pp | 70.43%-52.9pp | 145.39%-127.9pp |
| Employer contribution / active EE | $3,364 | $4,853-30.7% | $4,593-26.8% | $4,194-19.8% |
| Participant deferral / active EE | $4,896 | $8,237-40.6% | $7,906-38.1% | $6,396-23.5% |
| Admin fee / account holder | $358 | $14,976-97.6% | $13,708-97.4% | $12,562-97.1% |