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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 | $331,767 | $78,670+321.7% | $109,173+203.9% | $85,847+286.5% |
| Participation rate | 73.0% | 68.3%+4.7pp | 75.9%-2.9pp | 69.3%+3.7pp |
| Annual return | 10.73% | 25.09%-14.4pp | 25.75%-15.0pp | 318.61%-307.9pp |
| Employer contribution / active EE | $0 | $2,734-100.0% | $3,723-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $0 | $3,467-100.0% | $4,654-100.0% | $3,952-100.0% |
| Admin fee / account holder | $7,377 | $5,469+34.9% | $6,755+9.2% | $6,261+17.8% |