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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 | $102,609+14.4% | $98,090+19.7% | $138,895-15.5% |
| Participation rate | 100.0% | 82.8%+17.2pp | 81.5%+18.5pp | 79.9%+20.1pp |
| Annual return | 11.05% | 36.44%-25.4pp | 37.05%-26.0pp | 145.39%-134.3pp |
| Employer contribution / active EE | $2,903 | $3,867-24.9% | $3,606-19.5% | $4,194-30.8% |
| Participant deferral / active EE | $9,522 | $8,167+16.6% | $7,845+21.4% | $6,396+48.9% |
| Admin fee / account holder | $2,229 | $11,434-80.5% | $11,815-81.1% | $12,562-82.3% |