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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 | $284,028 | $95,762+196.6% | $379,746-25.2% | $79,852+255.7% |
| Participation rate | 100.0% | 74.0%+26.0pp | 78.4%+21.6pp | 69.6%+30.4pp |
| Annual return | 8.19% | 18.26%-10.1pp | 34.90%-26.7pp | 31.72%-23.5pp |
| Employer contribution / active EE | $0 | $2,695-100.0% | $3,540-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $0 | $4,705-100.0% | $6,024-100.0% | $3,740-100.0% |
| Admin fee / account holder | $2,392 | $6,745-64.5% | $7,927-69.8% | $5,306-54.9% |