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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 | $8,466,438 | $226,135+3644.0% | $182,558+4537.7% | $152,909+5436.9% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | -3.10% | 192.60%-195.7pp | 148.59%-151.7pp | 345.46%-348.6pp |
| Employer contribution / active EE | $0 | $4,979-100.0% | $4,076-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $0 | $6,371-100.0% | $5,526-100.0% | $5,851-100.0% |
| Admin fee / account holder | $290,150 | $10,707+2609.9% | $8,594+3276.1% | $11,601+2401.1% |