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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 | $401,147 | $124,425+222.4% | $112,040+258.0% | $137,256+192.3% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 10.01% | 24.72%-14.7pp | 24.52%-14.5pp | 220.34%-210.3pp |
| Employer contribution / active EE | $31,819 | $3,411+832.7% | $2,954+977.1% | $4,156+665.6% |
| Participant deferral / active EE | $46,840 | $5,718+719.1% | $5,098+818.9% | $6,407+631.1% |
| Admin fee / account holder | $282,921 | $15,207+1760.5% | $12,098+2238.6% | $12,270+2205.8% |