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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 | $87,518 | $129,737-32.5% | $119,126-26.5% | $154,746-43.4% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 8.56% | 379.08%-370.5pp | 282.11%-273.5pp | 172.34%-163.8pp |
| Employer contribution / active EE | $1,313 | $4,375-70.0% | $4,034-67.4% | $4,379-70.0% |
| Participant deferral / active EE | $3,939 | $5,842-32.6% | $5,318-25.9% | $6,730-41.5% |
| Admin fee / account holder | $46,534 | $11,961+289.1% | $10,693+335.2% | $14,365+223.9% |