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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 | $170,070 | $159,978+6.3% | $147,041+15.7% | $145,978+16.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 7.70% | 98.36%-90.7pp | 419.21%-411.5pp | 550.52%-542.8pp |
| Employer contribution / active EE | $8,037 | $5,288+52.0% | $4,935+62.8% | $4,662+72.4% |
| Participant deferral / active EE | $11,128 | $8,429+32.0% | $8,071+37.9% | $6,690+66.3% |
| Admin fee / account holder | $3,620 | $15,053-76.0% | $13,006-72.2% | $13,400-73.0% |