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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 | $156,398-86.5% | $147,318-85.7% | $138,895-84.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 10.01% | 78.75%-68.7pp | 70.43%-60.4pp | 145.39%-135.4pp |
| Employer contribution / active EE | $3,733 | $4,853-23.1% | $4,593-18.7% | $4,194-11.0% |
| Participant deferral / active EE | $4,004 | $8,237-51.4% | $7,906-49.4% | $6,396-37.4% |
| Admin fee / account holder | $11,761 | $14,976-21.5% | $13,708-14.2% | $12,562-6.4% |