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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 | $217,175 | $149,040+45.7% | $120,225+80.6% | $137,256+58.2% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 6.67% | 605.68%-599.0pp | 439.23%-432.6pp | 220.34%-213.7pp |
| Employer contribution / active EE | $4,565 | $4,350+4.9% | $3,475+31.3% | $4,156+9.8% |
| Participant deferral / active EE | $20,650 | $4,655+343.6% | $3,999+416.4% | $6,407+222.3% |
| Admin fee / account holder | $231,858 | $6,348+3552.6% | $5,696+3970.3% | $12,270+1789.6% |