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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 | $534,086 | $76,371+599.3% | $93,621+470.5% | $72,976+631.9% |
| Participation rate | 87.5% | 71.8%+15.7pp | 75.8%+11.7pp | 69.5%+18.0pp |
| Annual return | 3.93% | 25.82%-21.9pp | 32.76%-28.8pp | 81.02%-77.1pp |
| Employer contribution / active EE | $0 | $2,276-100.0% | $2,719-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $0 | $3,538-100.0% | $4,070-100.0% | $3,608-100.0% |
| Admin fee / account holder | $4,439 | $6,839-35.1% | $7,890-43.7% | $5,124-13.4% |