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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 | $61,148 | $113,338-46.0% | $94,993-35.6% | $147,585-58.6% |
| Participation rate | 70.0% | 78.0%-8.0pp | 73.9%-3.9pp | 82.8%-12.8pp |
| Annual return | 15.08% | 20.80%-5.7pp | 27.14%-12.1pp | 578.58%-563.5pp |
| Employer contribution / active EE | $1,283 | $3,160-59.4% | $2,603-50.7% | $4,876-73.7% |
| Participant deferral / active EE | $2,608 | $3,777-30.9% | $3,317-21.4% | $5,439-52.0% |
| Admin fee / account holder | $1,977 | $6,063-67.4% | $4,960-60.1% | $10,886-81.8% |