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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 | $32,959 | $181,062-81.8% | $158,223-79.2% | $155,188-78.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 18.15% | 57.39%-39.2pp | 52.09%-33.9pp | 148.84%-130.7pp |
| Employer contribution / active EE | $5,741 | $4,565+25.8% | $4,109+39.7% | $4,248+35.1% |
| Participant deferral / active EE | $7,450 | $6,134+21.5% | $5,467+36.3% | $6,531+14.1% |
| Admin fee / account holder | $1,351 | $18,825-92.8% | $16,047-91.6% | $14,480-90.7% |