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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 | $96,897 | $108,897-11.0% | $100,378-3.5% | $145,877-33.6% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 9.64% | 58.17%-48.5pp | 49.41%-39.8pp | 551.28%-541.6pp |
| Employer contribution / active EE | $3,830 | $4,420-13.4% | $3,942-2.9% | $4,663-17.9% |
| Participant deferral / active EE | $7,591 | $8,455-10.2% | $8,087-6.1% | $6,691+13.5% |
| Admin fee / account holder | $2,759 | $9,690-71.5% | $7,899-65.1% | $13,402-79.4% |