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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 | $85,856 | $160,028-46.3% | $147,080-41.6% | $145,884-41.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 9.48% | 98.60%-89.1pp | 420.17%-410.7pp | 551.85%-542.4pp |
| Employer contribution / active EE | $9,281 | $5,286+75.6% | $4,933+88.1% | $4,662+99.1% |
| Participant deferral / active EE | $17,378 | $8,422+106.3% | $8,066+115.4% | $6,690+159.8% |
| Admin fee / account holder | $22,290 | $15,030+48.3% | $12,989+71.6% | $13,392+66.4% |