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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 | $19,991 | $154,228-87.0% | $145,433-86.3% | $137,256-85.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 7.95% | 74.59%-66.6pp | 66.58%-58.6pp | 220.34%-212.4pp |
| Employer contribution / active EE | $7,334 | $4,804+52.7% | $4,554+61.0% | $4,156+76.5% |
| Participant deferral / active EE | $10,170 | $8,216+23.8% | $7,897+28.8% | $6,407+58.7% |
| Admin fee / account holder | $561 | $14,344-96.1% | $13,129-95.7% | $12,270-95.4% |