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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 | $321,346 | $175,257+83.4% | $149,717+114.6% | $139,456+130.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 8.46% | 166.70%-158.2pp | 134.41%-126.0pp | 373.45%-365.0pp |
| Employer contribution / active EE | $9,900 | $5,477+80.8% | $4,820+105.4% | $4,753+108.3% |
| Participant deferral / active EE | $30,000 | $6,521+360.1% | $5,682+428.0% | $6,711+347.0% |
| Admin fee / account holder | $189,794 | $16,156+1074.8% | $13,213+1336.5% | $11,407+1563.8% |