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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 | $53,712 | $65,712-18.3% | $57,196-6.1% | $273,972-80.4% |
| Participation rate | 85.7% | 78.3%+7.4pp | 75.3%+10.4pp | 83.0%+2.7pp |
| Annual return | 7.71% | 22.01%-14.3pp | 14.59%-6.9pp | 41.46%-33.7pp |
| Employer contribution / active EE | $9,474 | $3,280+188.8% | $2,683+253.1% | $4,869+94.6% |
| Participant deferral / active EE | $15,611 | $3,782+312.8% | $3,096+404.2% | $5,287+195.3% |
| Admin fee / account holder | $1,876 | $4,838-61.2% | $3,141-40.3% | $10,133-81.5% |