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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 | $181,764 | $156,398+16.2% | $147,318+23.4% | $138,895+30.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 8.77% | 78.75%-70.0pp | 70.43%-61.7pp | 145.39%-136.6pp |
| Employer contribution / active EE | $25,510 | $4,853+425.6% | $4,593+455.4% | $4,194+508.2% |
| Participant deferral / active EE | $31,000 | $8,237+276.3% | $7,906+292.1% | $6,396+384.7% |
| Admin fee / account holder | $37,449 | $14,976+150.1% | $13,708+173.2% | $12,562+198.1% |