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Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $474,194 | $154,228+207.5% | $145,433+226.1% | $137,256+245.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 14.09% | 74.59%-60.5pp | 66.58%-52.5pp | 220.34%-206.3pp |
| Employer contribution / active EE | $12,099 | $4,804+151.9% | $4,554+165.7% | $4,156+191.1% |
| Participant deferral / active EE | $500 | $8,216-93.9% | $7,897-93.7% | $6,407-92.2% |
| Admin fee / account holder | $733 | $14,344-94.9% | $13,129-94.4% | $12,270-94.0% |