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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 | $107,809+220.0% | $97,032+255.6% | $155,188+122.3% |
| Participation rate | 100.0% | 75.5%+24.5pp | 71.6%+28.4pp | 80.8%+19.2pp |
| Annual return | 0.52% | 38.06%-37.5pp | 35.38%-34.9pp | 148.84%-148.3pp |
| Employer contribution / active EE | $10,460 | $2,911+259.3% | $2,629+297.9% | $4,248+146.2% |
| Participant deferral / active EE | $15,821 | $5,129+208.4% | $4,672+238.6% | $6,531+142.2% |
| Admin fee / account holder | $4,538 | $10,717-57.7% | $9,418-51.8% | $14,480-68.7% |