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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 | $107,666+9.0% | $102,184+14.9% | $154,746-24.1% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.6%+17.4pp | 80.7%+19.3pp |
| Annual return | 11.05% | 29.33%-18.3pp | 31.58%-20.5pp | 172.34%-161.3pp |
| Employer contribution / active EE | $2,903 | $3,846-24.5% | $3,594-19.2% | $4,379-33.7% |
| Participant deferral / active EE | $9,522 | $8,719+9.2% | $8,309+14.6% | $6,730+41.5% |
| Admin fee / account holder | $2,229 | $12,943-82.8% | $11,609-80.8% | $14,365-84.5% |