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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 | $387,241 | $118,488+226.8% | $98,462+293.3% | $139,487+177.6% |
| Participation rate | 94.1% | 77.5%+16.7pp | 75.2%+18.9pp | 80.3%+13.8pp |
| Annual return | 4.42% | 18.96%-14.5pp | 21.17%-16.8pp | 373.84%-369.4pp |
| Employer contribution / active EE | $0 | $3,611-100.0% | $3,049-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $0 | $5,393-100.0% | $4,738-100.0% | $6,713-100.0% |
| Admin fee / account holder | $30,652 | $13,868+121.0% | $8,875+245.4% | $11,407+168.7% |