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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 | $174,379-81.1% | $152,093-78.3% | $138,895-76.3% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 18.15% | 74.86%-56.7pp | 66.36%-48.2pp | 145.39%-127.2pp |
| Employer contribution / active EE | $5,741 | $4,652+23.4% | $4,175+37.5% | $4,194+36.9% |
| Participant deferral / active EE | $7,450 | $6,159+21.0% | $5,451+36.7% | $6,396+16.5% |
| Admin fee / account holder | $1,351 | $16,880-92.0% | $14,497-90.7% | $12,562-89.2% |