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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 | $185,825 | $124,425+49.3% | $112,040+65.9% | $137,256+35.4% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 8.95% | 24.72%-15.8pp | 24.52%-15.6pp | 220.34%-211.4pp |
| Employer contribution / active EE | $11,763 | $3,411+244.8% | $2,954+298.2% | $4,156+183.0% |
| Participant deferral / active EE | $48,160 | $5,718+742.2% | $5,098+844.7% | $6,407+651.7% |
| Admin fee / account holder | $135,168 | $15,207+788.9% | $12,098+1017.3% | $12,270+1001.6% |