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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 | $265,621 | $154,228+72.2% | $145,433+82.6% | $137,256+93.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 10.77% | 74.59%-63.8pp | 66.58%-55.8pp | 220.34%-209.6pp |
| Employer contribution / active EE | $11,105 | $4,804+131.2% | $4,554+143.8% | $4,156+167.2% |
| Participant deferral / active EE | $21,489 | $8,216+161.5% | $7,897+172.1% | $6,407+235.4% |
| Admin fee / account holder | $40,255 | $14,344+180.6% | $13,129+206.6% | $12,270+228.1% |