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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 | $52,184 | $201,372-74.1% | $184,260-71.7% | $145,884-64.2% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 15.83% | 29.04%-13.2pp | 28.84%-13.0pp | 551.85%-536.0pp |
| Employer contribution / active EE | $3,188 | $7,024-54.6% | $6,427-50.4% | $4,662-31.6% |
| Participant deferral / active EE | $3,577 | $9,808-63.5% | $9,133-60.8% | $6,690-46.5% |
| Admin fee / account holder | $352 | $16,362-97.9% | $13,898-97.5% | $13,392-97.4% |