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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $108,034 | $68,097+58.6% | $62,929+71.7% | $137,256-21.3% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | 9.78% | 1859.11%-1849.3pp | 1063.93%-1054.2pp | 220.34%-210.6pp |
| Employer contribution / active EE | $16,194 | $2,811+476.1% | $2,505+546.6% | $4,156+289.7% |
| Participant deferral / active EE | $8,200 | $4,553+80.1% | $3,888+110.9% | $6,407+28.0% |
| Admin fee / account holder | $7,792 | $6,521+19.5% | $5,065+53.9% | $12,270-36.5% |