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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 | $30,985 | $202,342-84.7% | $172,752-82.1% | $152,897-79.7% |
| Participation rate | 75.0% | 87.1%-12.1pp | 82.6%-7.6pp | 82.5%-7.5pp |
| Annual return | 3.98% | 1029.83%-1025.8pp | 802.97%-799.0pp | 345.43%-341.4pp |
| Employer contribution / active EE | $1,981 | $5,858-66.2% | $5,144-61.5% | $4,764-58.4% |
| Participant deferral / active EE | $4,704 | $5,948-20.9% | $5,198-9.5% | $5,851-19.6% |
| Admin fee / account holder | $25,989 | $17,111+51.9% | $13,955+86.2% | $11,599+124.1% |