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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 | $351,874 | $100,041+251.7% | $149,718+135.0% | $70,131+401.7% |
| Participation rate | 79.5% | 83.6%-4.1pp | 87.1%-7.6pp | 69.5%+9.9pp |
| Annual return | 12.38% | 27.43%-15.0pp | 1501.70%-1489.3pp | 73.14%-60.8pp |
| Employer contribution / active EE | $0 | $3,662-100.0% | $5,444-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $0 | $4,983-100.0% | $6,568-100.0% | $3,332-100.0% |
| Admin fee / account holder | $54,382 | $8,286+556.3% | $11,283+382.0% | $4,645+1070.7% |