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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 | $72,080 | $88,702-18.7% | $81,780-11.9% | $145,978-50.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 8.82% | 1029.12%-1020.3pp | 776.27%-767.4pp | 550.52%-541.7pp |
| Employer contribution / active EE | $32,291 | $3,084+946.9% | $2,914+1008.2% | $4,662+592.7% |
| Participant deferral / active EE | $76,698 | $4,645+1551.1% | $4,321+1675.2% | $6,690+1046.5% |
| Admin fee / account holder | $43,608 | $8,414+418.2% | $7,384+490.6% | $13,400+225.4% |