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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 | $232,760 | $162,136+43.6% | $152,301+52.8% | $154,746+50.4% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 7.74% | 91.02%-83.3pp | 80.50%-72.8pp | 172.34%-164.6pp |
| Employer contribution / active EE | $10,294 | $4,890+110.5% | $4,624+122.6% | $4,379+135.1% |
| Participant deferral / active EE | $11,843 | $8,341+42.0% | $8,004+48.0% | $6,730+76.0% |
| Admin fee / account holder | $108,242 | $15,759+586.8% | $14,398+651.8% | $14,365+653.5% |