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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 | $347,178 | $201,370+72.4% | $184,256+88.4% | $145,897+138.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 7.73% | 29.05%-21.3pp | 28.85%-21.1pp | 552.29%-544.6pp |
| Employer contribution / active EE | $73,336 | $7,024+944.1% | $6,427+1041.0% | $4,663+1472.9% |
| Participant deferral / active EE | $40,520 | $9,808+313.1% | $9,133+343.7% | $6,689+505.7% |
| Admin fee / account holder | $44,719 | $16,364+173.3% | $13,899+221.7% | $13,390+234.0% |