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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 | $162,529+33.6% | $130,788+66.1% | $154,746+40.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 6.67% | 510.48%-503.8pp | 386.44%-379.8pp | 172.34%-165.7pp |
| Employer contribution / active EE | $4,565 | $4,447+2.6% | $3,558+28.3% | $4,379+4.2% |
| Participant deferral / active EE | $20,650 | $4,808+329.5% | $4,137+399.1% | $6,730+206.8% |
| Admin fee / account holder | $231,858 | $7,669+2923.3% | $6,673+3374.7% | $14,365+1514.0% |