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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 | $345,005 | $99,053+248.3% | $88,179+291.3% | $138,895+148.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.1%+30.9pp | 79.9%+20.1pp |
| Annual return | 0.52% | 78.17%-77.6pp | 64.97%-64.4pp | 145.39%-144.9pp |
| Employer contribution / active EE | $10,460 | $2,882+262.9% | $2,549+310.3% | $4,194+149.4% |
| Participant deferral / active EE | $15,821 | $5,225+202.8% | $4,614+242.9% | $6,396+147.3% |
| Admin fee / account holder | $4,538 | $8,748-48.1% | $7,673-40.9% | $12,562-63.9% |