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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 | $48,811 | $124,425-60.8% | $112,040-56.4% | $137,256-64.4% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 14.79% | 24.72%-9.9pp | 24.52%-9.7pp | 220.34%-205.5pp |
| Employer contribution / active EE | $5,809 | $3,411+70.3% | $2,954+96.7% | $4,156+39.8% |
| Participant deferral / active EE | $22,814 | $5,718+299.0% | $5,098+347.5% | $6,407+256.1% |
| Admin fee / account holder | $21,624 | $15,207+42.2% | $12,098+78.7% | $12,270+76.2% |