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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 | $96,776 | $165,399-41.5% | $149,745-35.4% | $158,982-39.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 5.63% | 348.34%-342.7pp | 276.72%-271.1pp | 302.99%-297.4pp |
| Employer contribution / active EE | $3,866 | $5,105-24.3% | $4,646-16.8% | $4,763-18.8% |
| Participant deferral / active EE | $9,618 | $7,183+33.9% | $6,843+40.6% | $5,983+60.7% |
| Admin fee / account holder | $23,695 | $10,811+119.2% | $9,312+154.5% | $11,252+110.6% |