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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 | $290,514 | $100,073+190.3% | $85,126+241.3% | $145,877+99.2% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 7.59% | 84.11%-76.5pp | 66.63%-59.0pp | 551.28%-543.7pp |
| Employer contribution / active EE | $3,300 | $3,236+2.0% | $2,731+20.8% | $4,663-29.2% |
| Participant deferral / active EE | $30,500 | $5,294+476.1% | $4,523+574.3% | $6,691+355.9% |
| Admin fee / account holder | $33,796 | $7,261+365.4% | $6,160+448.6% | $13,402+152.2% |