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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 | $118,946 | $65,566+81.4% | $86,235+37.9% | $75,177+58.2% |
| Participation rate | 98.0% | 60.5%+37.5pp | 69.0%+29.0pp | 67.2%+30.8pp |
| Annual return | 2.79% | 46.07%-43.3pp | 1170.03%-1167.2pp | 160.75%-158.0pp |
| Employer contribution / active EE | $0 | $1,553-100.0% | $2,381-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $0 | $3,023-100.0% | $3,987-100.0% | $4,126-100.0% |
| Admin fee / account holder | $6,268 | $5,470+14.6% | $6,856-8.6% | $5,651+10.9% |