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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 | $215,175 | $209,422+2.7% | $178,503+20.5% | $158,982+35.3% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 4.25% | 188.81%-184.6pp | 151.12%-146.9pp | 302.99%-298.7pp |
| Employer contribution / active EE | $21,615 | $5,707+278.8% | $5,011+331.3% | $4,763+353.8% |
| Participant deferral / active EE | $23,833 | $5,955+300.2% | $5,202+358.1% | $5,983+298.3% |
| Admin fee / account holder | $21,959 | $17,079+28.6% | $13,987+57.0% | $11,252+95.2% |