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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 | $162,735 | $175,257-7.1% | $149,717+8.7% | $139,456+16.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 7.68% | 166.70%-159.0pp | 134.41%-126.7pp | 373.45%-365.8pp |
| Employer contribution / active EE | $45,490 | $5,477+730.6% | $4,820+843.8% | $4,753+857.1% |
| Participant deferral / active EE | $36,600 | $6,521+461.3% | $5,682+544.2% | $6,711+445.3% |
| Admin fee / account holder | $593 | $16,156-96.3% | $13,213-95.5% | $11,407-94.8% |