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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 | $21,104 | $162,136-87.0% | $152,301-86.1% | $154,746-86.4% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 10.01% | 91.02%-81.0pp | 80.50%-70.5pp | 172.34%-162.3pp |
| Employer contribution / active EE | $3,733 | $4,890-23.7% | $4,624-19.3% | $4,379-14.8% |
| Participant deferral / active EE | $4,004 | $8,341-52.0% | $8,004-50.0% | $6,730-40.5% |
| Admin fee / account holder | $11,761 | $15,759-25.4% | $14,398-18.3% | $14,365-18.1% |