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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 | $215,148 | $150,207+43.2% | $120,380+78.7% | $145,978+47.4% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 7.08% | 154.28%-147.2pp | 107.28%-100.2pp | 550.52%-543.4pp |
| Employer contribution / active EE | $350,000 | $4,351+7944.9% | $3,465+10001.3% | $4,662+7407.8% |
| Participant deferral / active EE | $53,335 | $6,175+763.7% | $4,992+968.3% | $6,690+697.3% |
| Admin fee / account holder | $13,602 | $12,203+11.5% | $9,421+44.4% | $13,400+1.5% |