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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 | $165,402 | $156,398+5.8% | $147,318+12.3% | $138,895+19.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 10.67% | 78.75%-68.1pp | 70.43%-59.8pp | 145.39%-134.7pp |
| Employer contribution / active EE | $4,114 | $4,853-15.2% | $4,593-10.4% | $4,194-1.9% |
| Participant deferral / active EE | $18,793 | $8,237+128.1% | $7,906+137.7% | $6,396+193.8% |
| Admin fee / account holder | $39,732 | $14,976+165.3% | $13,708+189.9% | $12,562+216.3% |