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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 | $381,093 | $123,155+209.4% | $108,753+250.4% | $155,188+145.6% |
| Participation rate | 90.0% | 75.6%+14.4pp | 71.1%+18.9pp | 80.8%+9.2pp |
| Annual return | 4.21% | 44.73%-40.5pp | 37.47%-33.3pp | 148.84%-144.6pp |
| Employer contribution / active EE | $0 | $2,811-100.0% | $2,427-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $0 | $4,623-100.0% | $4,115-100.0% | $6,531-100.0% |
| Admin fee / account holder | $32,249 | $12,126+165.9% | $10,320+212.5% | $14,480+122.7% |