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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 | $54,421 | $183,539-70.3% | $155,556-65.0% | $145,897-62.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 7.58% | 61.31%-53.7pp | 64.84%-57.3pp | 552.29%-544.7pp |
| Employer contribution / active EE | $4,469 | $5,315-15.9% | $4,675-4.4% | $4,663-4.2% |
| Participant deferral / active EE | $11,705 | $6,467+81.0% | $5,631+107.9% | $6,689+75.0% |
| Admin fee / account holder | $34,759 | $19,275+80.3% | $15,885+118.8% | $13,390+159.6% |