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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 | $184,266 | $154,228+19.5% | $145,433+26.7% | $137,256+34.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 11.02% | 74.59%-63.6pp | 66.58%-55.6pp | 220.34%-209.3pp |
| Employer contribution / active EE | $0 | $4,804-100.0% | $4,554-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $103,041 | $8,216+1154.1% | $7,897+1204.8% | $6,407+1508.3% |
| Admin fee / account holder | $47,354 | $14,344+230.1% | $13,129+260.7% | $12,270+285.9% |