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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 | $185,312+17.2% | $161,489+34.5% | $154,746+40.3% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 9.98% | 103.84%-93.9pp | 89.72%-79.7pp | 172.34%-162.4pp |
| Employer contribution / active EE | $2,766 | $4,769-42.0% | $4,268-35.2% | $4,379-36.8% |
| Participant deferral / active EE | $11,583 | $6,350+82.4% | $5,630+105.7% | $6,730+72.1% |
| Admin fee / account holder | $6,527 | $18,654-65.0% | $16,006-59.2% | $14,365-54.6% |