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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 | $156,398-19.8% | $147,318-14.8% | $138,895-9.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 10.72% | 78.75%-68.0pp | 70.43%-59.7pp | 145.39%-134.7pp |
| Employer contribution / active EE | $40,128 | $4,853+726.8% | $4,593+773.7% | $4,194+856.7% |
| Participant deferral / active EE | $21,670 | $8,237+163.1% | $7,906+174.1% | $6,396+238.8% |
| Admin fee / account holder | $13,857 | $14,976-7.5% | $13,708+1.1% | $12,562+10.3% |