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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 | $171,404 | $160,070+7.1% | $147,117+16.5% | $145,897+17.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 8.60% | 98.69%-90.1pp | 420.54%-411.9pp | 552.29%-543.7pp |
| Employer contribution / active EE | $1,155 | $5,285-78.1% | $4,932-76.6% | $4,663-75.2% |
| Participant deferral / active EE | $4,269 | $8,419-49.3% | $8,065-47.1% | $6,689-36.2% |
| Admin fee / account holder | $173,434 | $15,035+1053.5% | $12,993+1234.9% | $13,390+1195.2% |