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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 | $16,799 | $107,666-84.4% | $102,184-83.6% | $154,746-89.1% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.6%+17.4pp | 80.7%+19.3pp |
| Annual return | 14.89% | 29.33%-14.4pp | 31.58%-16.7pp | 172.34%-157.5pp |
| Employer contribution / active EE | $2,378 | $3,846-38.2% | $3,594-33.8% | $4,379-45.7% |
| Participant deferral / active EE | $5,019 | $8,719-42.4% | $8,309-39.6% | $6,730-25.4% |
| Admin fee / account holder | $1,177 | $12,943-90.9% | $11,609-89.9% | $14,365-91.8% |