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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 | $58,723 | $209,425-72.0% | $178,499-67.1% | $158,966-63.1% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 2.62% | 188.80%-186.2pp | 151.10%-148.5pp | 302.95%-300.3pp |
| Employer contribution / active EE | $10,157 | $5,707+78.0% | $5,011+102.7% | $4,762+113.3% |
| Participant deferral / active EE | $23,801 | $5,955+299.7% | $5,202+357.5% | $5,983+297.8% |
| Admin fee / account holder | $23,883 | $17,078+39.8% | $13,986+70.8% | $11,250+112.3% |