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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 | $154,228-48.2% | $145,433-45.1% | $137,256-41.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 16.91% | 74.59%-57.7pp | 66.58%-49.7pp | 220.34%-203.4pp |
| Employer contribution / active EE | $3,240 | $4,804-32.6% | $4,554-28.9% | $4,156-22.0% |
| Participant deferral / active EE | $12,150 | $8,216+47.9% | $7,897+53.8% | $6,407+89.6% |
| Admin fee / account holder | $531 | $14,344-96.3% | $13,129-96.0% | $12,270-95.7% |