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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 | $445,733 | $175,257+154.3% | $149,717+197.7% | $139,456+219.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 7.02% | 166.70%-159.7pp | 134.41%-127.4pp | 373.45%-366.4pp |
| Employer contribution / active EE | $43,504 | $5,477+694.4% | $4,820+802.6% | $4,753+815.4% |
| Participant deferral / active EE | $30,000 | $6,521+360.1% | $5,682+428.0% | $6,711+347.0% |
| Admin fee / account holder | $17,354 | $16,156+7.4% | $13,213+31.3% | $11,407+52.1% |