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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 | $169,973 | $68,097+149.6% | $62,929+170.1% | $137,256+23.8% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | 10.01% | 1859.11%-1849.1pp | 1063.93%-1053.9pp | 220.34%-210.3pp |
| Employer contribution / active EE | $5,919 | $2,811+110.5% | $2,505+136.3% | $4,156+42.4% |
| Participant deferral / active EE | $27,224 | $4,553+498.0% | $3,888+600.2% | $6,407+324.9% |
| Admin fee / account holder | $7,977 | $6,521+22.3% | $5,065+57.5% | $12,270-35.0% |