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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 | $25,272 | $156,398-83.8% | $147,318-82.8% | $138,895-81.8% |
| Participation rate | 75.0% | 83.8%-8.8pp | 82.1%-7.1pp | 79.9%-4.9pp |
| Annual return | 10.76% | 78.75%-68.0pp | 70.43%-59.7pp | 145.39%-134.6pp |
| Employer contribution / active EE | $6,242 | $4,853+28.6% | $4,593+35.9% | $4,194+48.8% |
| Participant deferral / active EE | $6,598 | $8,237-19.9% | $7,906-16.6% | $6,396+3.2% |
| Admin fee / account holder | $15,525 | $14,976+3.7% | $13,708+13.3% | $12,562+23.6% |