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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 | $26,018 | $165,381-84.3% | $149,730-82.6% | $158,966-83.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 6.57% | 348.29%-341.7pp | 276.70%-270.1pp | 302.95%-296.4pp |
| Employer contribution / active EE | $18,154 | $5,104+255.7% | $4,645+290.8% | $4,762+281.2% |
| Participant deferral / active EE | $14,573 | $7,182+102.9% | $6,843+113.0% | $5,983+143.6% |
| Admin fee / account holder | $25,295 | $10,809+134.0% | $9,310+171.7% | $11,250+124.8% |