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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 | $780,306 | $227,291+243.3% | $214,702+263.4% | $155,188+402.8% |
| Participation rate | 75.0% | 88.0%-13.0pp | 87.5%-12.5pp | 80.8%-5.8pp |
| Annual return | -1.81% | 60.08%-61.9pp | 54.55%-56.4pp | 148.84%-150.7pp |
| Employer contribution / active EE | $14,169 | $6,772+109.2% | $6,461+119.3% | $4,248+233.6% |
| Participant deferral / active EE | $31,787 | $9,582+231.7% | $9,147+247.5% | $6,531+386.7% |
| Admin fee / account holder | $480,640 | $20,413+2254.6% | $19,830+2323.8% | $14,480+3219.4% |