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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 | $154,228-86.3% | $145,433-85.5% | $137,256-84.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 10.01% | 74.59%-64.6pp | 66.58%-56.6pp | 220.34%-210.3pp |
| Employer contribution / active EE | $3,733 | $4,804-22.3% | $4,554-18.0% | $4,156-10.2% |
| Participant deferral / active EE | $4,004 | $8,216-51.3% | $7,897-49.3% | $6,407-37.5% |
| Admin fee / account holder | $11,761 | $14,344-18.0% | $13,129-10.4% | $12,270-4.1% |