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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 | $320,745 | $154,228+108.0% | $145,433+120.5% | $137,256+133.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 11.71% | 74.59%-62.9pp | 66.58%-54.9pp | 220.34%-208.6pp |
| Employer contribution / active EE | $1,668 | $4,804-65.3% | $4,554-63.4% | $4,156-59.9% |
| Participant deferral / active EE | $4,584 | $8,216-44.2% | $7,897-42.0% | $6,407-28.5% |
| Admin fee / account holder | $83,991 | $14,344+485.6% | $13,129+539.7% | $12,270+584.5% |