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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 | $73,656 | $88,754-17.0% | $81,820-10.0% | $145,877-49.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 8.49% | 1031.77%-1023.3pp | 777.93%-769.4pp | 551.28%-542.8pp |
| Employer contribution / active EE | $2,945 | $3,085-4.5% | $2,915+1.0% | $4,663-36.8% |
| Participant deferral / active EE | $1,432 | $4,648-69.2% | $4,323-66.9% | $6,691-78.6% |
| Admin fee / account holder | $9,317 | $8,424+10.6% | $7,391+26.1% | $13,402-30.5% |