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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 | $32,453 | $154,228-79.0% | $145,433-77.7% | $137,256-76.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 11.89% | 74.59%-62.7pp | 66.58%-54.7pp | 220.34%-208.4pp |
| Employer contribution / active EE | $7,667 | $4,804+59.6% | $4,554+68.3% | $4,156+84.5% |
| Participant deferral / active EE | $11,256 | $8,216+37.0% | $7,897+42.5% | $6,407+75.7% |
| Admin fee / account holder | $7,771 | $14,344-45.8% | $13,129-40.8% | $12,270-36.7% |