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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 | $203,783 | $162,136+25.7% | $152,301+33.8% | $154,746+31.7% |
| Participation rate | 88.2% | 84.1%+4.1pp | 82.4%+5.8pp | 80.7%+7.5pp |
| Annual return | 11.22% | 91.02%-79.8pp | 80.50%-69.3pp | 172.34%-161.1pp |
| Employer contribution / active EE | $1,844 | $4,890-62.3% | $4,624-60.1% | $4,379-57.9% |
| Participant deferral / active EE | $9,007 | $8,341+8.0% | $8,004+12.5% | $6,730+33.8% |
| Admin fee / account holder | $42,092 | $15,759+167.1% | $14,398+192.4% | $14,365+193.0% |