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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 | $36,500 | $165,399-77.9% | $149,745-75.6% | $158,982-77.0% |
| Participation rate | 85.7% | 84.6%+1.1pp | 82.5%+3.2pp | 82.0%+3.7pp |
| Annual return | 5.68% | 348.34%-342.7pp | 276.72%-271.0pp | 302.99%-297.3pp |
| Employer contribution / active EE | $28,363 | $5,105+455.6% | $4,646+510.5% | $4,763+495.5% |
| Participant deferral / active EE | $9,802 | $7,183+36.5% | $6,843+43.2% | $5,983+63.8% |
| Admin fee / account holder | $21,187 | $10,811+96.0% | $9,312+127.5% | $11,252+88.3% |