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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 | $103,270 | $154,228-33.0% | $145,433-29.0% | $137,256-24.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 10.10% | 74.59%-64.5pp | 66.58%-56.5pp | 220.34%-210.2pp |
| Employer contribution / active EE | $7,626 | $4,804+58.7% | $4,554+67.4% | $4,156+83.5% |
| Participant deferral / active EE | $15,803 | $8,216+92.3% | $7,897+100.1% | $6,407+146.7% |
| Admin fee / account holder | $39,604 | $14,344+176.1% | $13,129+201.7% | $12,270+222.8% |