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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 | $217,183 | $172,111+26.2% | $150,298+44.5% | $137,256+58.2% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 9.98% | 69.37%-59.4pp | 62.79%-52.8pp | 220.34%-210.4pp |
| Employer contribution / active EE | $2,766 | $4,636-40.3% | $4,154-33.4% | $4,156-33.4% |
| Participant deferral / active EE | $11,583 | $6,166+87.9% | $5,453+112.4% | $6,407+80.8% |
| Admin fee / account holder | $6,527 | $16,471-60.4% | $14,116-53.8% | $12,270-46.8% |