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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 | $125,470 | $154,228-18.6% | $145,433-13.7% | $137,256-8.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 10.72% | 74.59%-63.9pp | 66.58%-55.9pp | 220.34%-209.6pp |
| Employer contribution / active EE | $40,128 | $4,804+735.3% | $4,554+781.1% | $4,156+865.5% |
| Participant deferral / active EE | $21,670 | $8,216+163.7% | $7,897+174.4% | $6,407+238.2% |
| Admin fee / account holder | $13,857 | $14,344-3.4% | $13,129+5.5% | $12,270+12.9% |