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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 | $319,135 | $176,105+81.2% | $159,474+100.1% | $167,536+90.5% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 9.73% | 331.91%-322.2pp | 263.68%-253.9pp | 478.82%-469.1pp |
| Employer contribution / active EE | $71,666 | $5,299+1252.5% | $4,831+1383.5% | $4,839+1381.0% |
| Participant deferral / active EE | $125,088 | $7,751+1513.8% | $7,353+1601.1% | $6,342+1872.3% |
| Admin fee / account holder | $8,429 | $12,559-32.9% | $10,802-22.0% | $12,315-31.6% |