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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 | $100,751 | $114,119-11.7% | $107,187-6.0% | $138,895-27.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 10.41% | 273.21%-262.8pp | 204.55%-194.1pp | 145.39%-135.0pp |
| Employer contribution / active EE | $17,824 | $4,059+339.2% | $3,782+371.3% | $4,194+325.0% |
| Participant deferral / active EE | $17,635 | $5,538+218.5% | $5,096+246.1% | $6,396+175.7% |
| Admin fee / account holder | $13,888 | $10,024+38.5% | $9,162+51.6% | $12,562+10.6% |