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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 | $59,898 | $114,119-47.5% | $107,187-44.1% | $138,895-56.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 10.22% | 273.21%-263.0pp | 204.55%-194.3pp | 145.39%-135.2pp |
| Employer contribution / active EE | $52,740 | $4,059+1199.4% | $3,782+1294.4% | $4,194+1157.4% |
| Participant deferral / active EE | $113,321 | $5,538+1946.3% | $5,096+2123.7% | $6,396+1671.7% |
| Admin fee / account holder | $1,472 | $10,024-85.3% | $9,162-83.9% | $12,562-88.3% |