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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 | $154,228-80.6% | $145,433-79.4% | $137,256-78.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 14.09% | 74.59%-60.5pp | 66.58%-52.5pp | 220.34%-206.3pp |
| Employer contribution / active EE | $3,744 | $4,804-22.1% | $4,554-17.8% | $4,156-9.9% |
| Participant deferral / active EE | $19,836 | $8,216+141.4% | $7,897+151.2% | $6,407+209.6% |
| Admin fee / account holder | $2,367 | $14,344-83.5% | $13,129-82.0% | $12,270-80.7% |