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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 | $102,609+10.0% | $98,090+15.1% | $138,895-18.7% |
| Participation rate | 100.0% | 82.8%+17.2pp | 81.5%+18.5pp | 79.9%+20.1pp |
| Annual return | 11.93% | 36.44%-24.5pp | 37.05%-25.1pp | 145.39%-133.5pp |
| Employer contribution / active EE | $4,527 | $3,867+17.1% | $3,606+25.5% | $4,194+7.9% |
| Participant deferral / active EE | $14,406 | $8,167+76.4% | $7,845+83.6% | $6,396+125.2% |
| Admin fee / account holder | $25,925 | $11,434+126.7% | $11,815+119.4% | $12,562+106.4% |