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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 | $156,398-43.3% | $147,318-39.8% | $138,895-36.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 12.02% | 78.75%-66.7pp | 70.43%-58.4pp | 145.39%-133.4pp |
| Employer contribution / active EE | $5,530 | $4,853+13.9% | $4,593+20.4% | $4,194+31.8% |
| Participant deferral / active EE | $26,375 | $8,237+220.2% | $7,906+233.6% | $6,396+312.4% |
| Admin fee / account holder | $29,735 | $14,976+98.6% | $13,708+116.9% | $12,562+136.7% |