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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 | $151,650 | $166,089-8.7% | $164,928-8.1% | $145,978+3.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 8.31% | 100.26%-91.9pp | 70.08%-61.8pp | 550.52%-542.2pp |
| Employer contribution / active EE | $59,281 | $5,276+1023.5% | $4,343+1264.9% | $4,662+1171.6% |
| Participant deferral / active EE | $88,654 | $6,961+1173.5% | $6,034+1369.4% | $6,690+1225.3% |
| Admin fee / account holder | $62,074 | $16,641+273.0% | $12,684+389.4% | $13,400+363.2% |