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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 | $49,764 | $154,228-67.7% | $145,433-65.8% | $137,256-63.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 11.74% | 74.59%-62.9pp | 66.58%-54.8pp | 220.34%-208.6pp |
| Employer contribution / active EE | $20,373 | $4,804+324.1% | $4,554+347.3% | $4,156+390.2% |
| Participant deferral / active EE | $47,612 | $8,216+479.5% | $7,897+502.9% | $6,407+643.1% |
| Admin fee / account holder | $26,046 | $14,344+81.6% | $13,129+98.4% | $12,270+112.3% |