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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 | $35,240 | $174,379-79.8% | $152,093-76.8% | $138,895-74.6% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 10.35% | 74.86%-64.5pp | 66.36%-56.0pp | 145.39%-135.0pp |
| Employer contribution / active EE | $21,103 | $4,652+353.6% | $4,175+405.5% | $4,194+403.1% |
| Participant deferral / active EE | $6,197 | $6,159+0.6% | $5,451+13.7% | $6,396-3.1% |
| Admin fee / account holder | $243,946 | $16,880+1345.2% | $14,497+1582.8% | $12,562+1841.9% |