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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 | $79,814 | $162,136-50.8% | $152,301-47.6% | $154,746-48.4% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 16.91% | 91.02%-74.1pp | 80.50%-63.6pp | 172.34%-155.4pp |
| Employer contribution / active EE | $3,240 | $4,890-33.7% | $4,624-29.9% | $4,379-26.0% |
| Participant deferral / active EE | $12,150 | $8,341+45.7% | $8,004+51.8% | $6,730+80.5% |
| Admin fee / account holder | $531 | $15,759-96.6% | $14,398-96.3% | $14,365-96.3% |