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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 | $149,301 | $111,878+33.4% | $93,727+59.3% | $145,897+2.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 6.50% | 204.28%-197.8pp | 133.83%-127.3pp | 552.29%-545.8pp |
| Employer contribution / active EE | $86,242 | $3,092+2689.0% | $2,421+3461.7% | $4,663+1749.6% |
| Participant deferral / active EE | $26,463 | $4,920+437.8% | $4,417+499.1% | $6,689+295.6% |
| Admin fee / account holder | $9,112 | $10,256-11.2% | $8,292+9.9% | $13,390-31.9% |