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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 | $102,609-83.6% | $98,090-82.9% | $138,895-87.9% |
| Participation rate | 100.0% | 82.8%+17.2pp | 81.5%+18.5pp | 79.9%+20.1pp |
| Annual return | 14.89% | 36.44%-21.6pp | 37.05%-22.2pp | 145.39%-130.5pp |
| Employer contribution / active EE | $2,378 | $3,867-38.5% | $3,606-34.1% | $4,194-43.3% |
| Participant deferral / active EE | $5,019 | $8,167-38.5% | $7,845-36.0% | $6,396-21.5% |
| Admin fee / account holder | $1,177 | $11,434-89.7% | $11,815-90.0% | $12,562-90.6% |