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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 | $87,166 | $110,379-21.0% | $102,412-14.9% | $145,884-40.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 11.10% | 24.84%-13.7pp | 24.94%-13.8pp | 551.85%-540.7pp |
| Employer contribution / active EE | $2,156 | $4,216-48.9% | $3,870-44.3% | $4,662-53.8% |
| Participant deferral / active EE | $5,009 | $5,622-10.9% | $5,060-1.0% | $6,690-25.1% |
| Admin fee / account holder | $8,702 | $9,745-10.7% | $8,388+3.8% | $13,392-35.0% |