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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 | $184,674 | $100,125+84.4% | $81,482+126.6% | $145,978+26.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 3.93% | 34.44%-30.5pp | 24.79%-20.9pp | 550.52%-546.6pp |
| Employer contribution / active EE | $9,300 | $2,977+212.4% | $2,463+277.6% | $4,662+99.5% |
| Participant deferral / active EE | $30,500 | $4,609+561.7% | $3,885+685.0% | $6,690+355.9% |
| Admin fee / account holder | $271,696 | $8,198+3214.2% | $5,761+4615.8% | $13,400+1927.5% |