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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 | $156,398-87.2% | $147,318-86.4% | $138,895-85.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 7.95% | 78.75%-70.8pp | 70.43%-62.5pp | 145.39%-137.4pp |
| Employer contribution / active EE | $7,334 | $4,853+51.1% | $4,593+59.7% | $4,194+74.9% |
| Participant deferral / active EE | $10,170 | $8,237+23.5% | $7,906+28.6% | $6,396+59.0% |
| Admin fee / account holder | $561 | $14,976-96.3% | $13,708-95.9% | $12,562-95.5% |