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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 | $117,400 | $100,970+16.3% | $96,576+21.6% | $137,256-14.5% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 11.05% | 38.16%-27.1pp | 38.47%-27.4pp | 220.34%-209.3pp |
| Employer contribution / active EE | $2,903 | $3,809-23.8% | $3,553-18.3% | $4,156-30.1% |
| Participant deferral / active EE | $9,522 | $8,286+14.9% | $7,956+19.7% | $6,407+48.6% |
| Admin fee / account holder | $2,229 | $11,312-80.3% | $11,381-80.4% | $12,270-81.8% |