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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 | $163,980 | $156,398+4.8% | $147,318+11.3% | $138,895+18.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 9.41% | 78.75%-69.3pp | 70.43%-61.0pp | 145.39%-136.0pp |
| Employer contribution / active EE | $0 | $4,853-100.0% | $4,593-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $2,920 | $8,237-64.6% | $7,906-63.1% | $6,396-54.3% |
| Admin fee / account holder | $5,588 | $14,976-62.7% | $13,708-59.2% | $12,562-55.5% |