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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 | $94,174 | $88,815+6.0% | $81,882+15.0% | $145,897-35.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 6.32% | 1033.75%-1027.4pp | 779.47%-773.2pp | 552.29%-546.0pp |
| Employer contribution / active EE | $2,300 | $3,086-25.5% | $2,916-21.1% | $4,663-50.7% |
| Participant deferral / active EE | $6,749 | $4,647+45.2% | $4,323+56.1% | $6,689+0.9% |
| Admin fee / account holder | $13,398 | $8,434+58.8% | $7,360+82.0% | $13,390+0.1% |