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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 | $41,122 | $97,289-57.7% | $92,805-55.7% | $155,188-73.5% |
| Participation rate | 100.0% | 84.2%+15.8pp | 83.5%+16.5pp | 80.8%+19.2pp |
| Annual return | 13.54% | 29.03%-15.5pp | 31.59%-18.0pp | 148.84%-135.3pp |
| Employer contribution / active EE | $16,811 | $3,632+362.9% | $3,424+391.0% | $4,248+295.7% |
| Participant deferral / active EE | $22,924 | $8,795+160.6% | $8,448+171.4% | $6,531+251.0% |
| Admin fee / account holder | $10,652 | $12,015-11.3% | $10,911-2.4% | $14,480-26.4% |