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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 | $35,595 | $124,187-71.3% | $108,410-67.2% | $167,518-78.8% |
| Participation rate | 100.0% | 82.3%+17.7pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 9.31% | 1379.80%-1370.5pp | 905.34%-896.0pp | 478.71%-469.4pp |
| Employer contribution / active EE | $2,933 | $4,187-29.9% | $3,558-17.6% | $4,838-39.4% |
| Participant deferral / active EE | $16,512 | $6,908+139.0% | $6,562+151.6% | $6,342+160.4% |
| Admin fee / account holder | $29,986 | $9,456+217.1% | $7,296+311.0% | $12,312+143.5% |