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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 | $29,934 | $155,555-80.8% | $146,866-79.6% | $155,188-80.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 14.09% | 115.41%-101.3pp | 102.85%-88.8pp | 148.84%-134.7pp |
| Employer contribution / active EE | $3,744 | $4,647-19.4% | $4,425-15.4% | $4,248-11.9% |
| Participant deferral / active EE | $19,836 | $8,044+146.6% | $7,759+155.6% | $6,531+203.7% |
| Admin fee / account holder | $2,367 | $14,755-84.0% | $13,620-82.6% | $14,480-83.7% |