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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 | $100,970-83.4% | $96,576-82.6% | $137,256-87.8% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 14.89% | 38.16%-23.3pp | 38.47%-23.6pp | 220.34%-205.5pp |
| Employer contribution / active EE | $2,378 | $3,809-37.6% | $3,553-33.1% | $4,156-42.8% |
| Participant deferral / active EE | $5,019 | $8,286-39.4% | $7,956-36.9% | $6,407-21.7% |
| Admin fee / account holder | $1,177 | $11,312-89.6% | $11,381-89.7% | $12,270-90.4% |