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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.
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $271,839 | $68,097+299.2% | $62,929+332.0% | $137,256+98.1% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | 9.75% | 1859.11%-1849.4pp | 1063.93%-1054.2pp | 220.34%-210.6pp |
| Employer contribution / active EE | $26,396 | $2,811+839.0% | $2,505+953.9% | $4,156+535.1% |
| Participant deferral / active EE | $30,498 | $4,553+569.9% | $3,888+684.4% | $6,407+376.0% |
| Admin fee / account holder | $335 | $6,521-94.9% | $5,065-93.4% | $12,270-97.3% |