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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 | $12,565 | $88,815-85.9% | $81,882-84.7% | $145,897-91.4% |
| Participation rate | 85.7% | 75.1%+10.6pp | 72.4%+13.3pp | 80.3%+5.4pp |
| Annual return | 9.05% | 1033.75%-1024.7pp | 779.47%-770.4pp | 552.29%-543.2pp |
| Employer contribution / active EE | $8,508 | $3,086+175.7% | $2,916+191.8% | $4,663+82.5% |
| Participant deferral / active EE | $20,540 | $4,647+342.0% | $4,323+375.1% | $6,689+207.1% |
| Admin fee / account holder | $49,109 | $8,434+482.2% | $7,360+567.3% | $13,390+266.7% |