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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 | $84,400 | $72,071+17.1% | $68,368+23.4% | $137,256-38.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 9.67% | 353.14%-343.5pp | 292.57%-282.9pp | 220.34%-210.7pp |
| Employer contribution / active EE | $24,463 | $2,788+777.5% | $2,649+823.5% | $4,156+488.6% |
| Participant deferral / active EE | $64,683 | $4,410+1366.7% | $4,123+1468.9% | $6,407+909.6% |
| Admin fee / account holder | $46,156 | $5,336+765.1% | $5,150+796.3% | $12,270+276.2% |