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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 | $150,346+43.1% | $120,524+78.5% | $145,877+47.5% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 7.08% | 154.40%-147.3pp | 107.36%-100.3pp | 551.28%-544.2pp |
| Employer contribution / active EE | $350,000 | $4,353+7940.6% | $3,469+9989.6% | $4,663+7406.0% |
| Participant deferral / active EE | $53,335 | $6,172+764.1% | $4,994+968.1% | $6,691+697.2% |
| Admin fee / account holder | $13,602 | $12,215+11.3% | $9,440+44.1% | $13,402+1.5% |