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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 | $156,398+30.3% | $147,318+38.3% | $138,895+46.7% |
| Participation rate | 88.2% | 83.8%+4.5pp | 82.1%+6.2pp | 79.9%+8.3pp |
| Annual return | 11.22% | 78.75%-67.5pp | 70.43%-59.2pp | 145.39%-134.2pp |
| Employer contribution / active EE | $1,844 | $4,853-62.0% | $4,593-59.9% | $4,194-56.0% |
| Participant deferral / active EE | $9,007 | $8,237+9.3% | $7,906+13.9% | $6,396+40.8% |
| Admin fee / account holder | $42,092 | $14,976+181.1% | $13,708+207.1% | $12,562+235.1% |