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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 | $88,665 | $154,228-42.5% | $145,433-39.0% | $137,256-35.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 12.02% | 74.59%-62.6pp | 66.58%-54.6pp | 220.34%-208.3pp |
| Employer contribution / active EE | $5,530 | $4,804+15.1% | $4,554+21.4% | $4,156+33.1% |
| Participant deferral / active EE | $26,375 | $8,216+221.0% | $7,897+234.0% | $6,407+311.7% |
| Admin fee / account holder | $29,735 | $14,344+107.3% | $13,129+126.5% | $12,270+142.3% |