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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 | $31,667 | $154,228-79.5% | $145,433-78.2% | $137,256-76.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 42.13% | 74.59%-32.5pp | 66.58%-24.4pp | 220.34%-178.2pp |
| Employer contribution / active EE | $4,578 | $4,804-4.7% | $4,554+0.5% | $4,156+10.2% |
| Participant deferral / active EE | $11,879 | $8,216+44.6% | $7,897+50.4% | $6,407+85.4% |
| Admin fee / account holder | $4,474 | $14,344-68.8% | $13,129-65.9% | $12,270-63.5% |