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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 | $74,907 | $162,136-53.8% | $152,301-50.8% | $154,746-51.6% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 16.93% | 91.02%-74.1pp | 80.50%-63.6pp | 172.34%-155.4pp |
| Employer contribution / active EE | $5,602 | $4,890+14.6% | $4,624+21.1% | $4,379+27.9% |
| Participant deferral / active EE | $10,494 | $8,341+25.8% | $8,004+31.1% | $6,730+55.9% |
| Admin fee / account holder | $550 | $15,759-96.5% | $14,398-96.2% | $14,365-96.2% |