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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 | $67,813 | $154,228-56.0% | $145,433-53.4% | $137,256-50.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 12.36% | 74.59%-62.2pp | 66.58%-54.2pp | 220.34%-208.0pp |
| Employer contribution / active EE | $32,327 | $4,804+572.9% | $4,554+609.8% | $4,156+677.8% |
| Participant deferral / active EE | $51,973 | $8,216+532.6% | $7,897+558.1% | $6,407+711.2% |
| Admin fee / account holder | $43,334 | $14,344+202.1% | $13,129+230.1% | $12,270+253.2% |