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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 | $112,919 | $100,970+11.8% | $96,576+16.9% | $137,256-17.7% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 11.93% | 38.16%-26.2pp | 38.47%-26.5pp | 220.34%-208.4pp |
| Employer contribution / active EE | $4,527 | $3,809+18.9% | $3,553+27.4% | $4,156+8.9% |
| Participant deferral / active EE | $14,406 | $8,286+73.9% | $7,956+81.1% | $6,407+124.9% |
| Admin fee / account holder | $25,925 | $11,312+129.2% | $11,381+127.8% | $12,270+111.3% |