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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 | $75,477 | $176,120-57.1% | $159,487-52.7% | $167,553-55.0% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 9.78% | 331.95%-322.2pp | 263.71%-253.9pp | 478.89%-469.1pp |
| Employer contribution / active EE | $8,025 | $5,299+51.4% | $4,831+66.1% | $4,840+65.8% |
| Participant deferral / active EE | $14,985 | $7,752+93.3% | $7,354+103.8% | $6,343+136.3% |
| Admin fee / account holder | $72,388 | $12,561+476.3% | $10,804+570.0% | $12,316+487.7% |