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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 | $403,865 | $155,555+159.6% | $146,866+175.0% | $155,188+160.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 9.25% | 115.41%-106.2pp | 102.85%-93.6pp | 148.84%-139.6pp |
| Employer contribution / active EE | $55,949 | $4,647+1104.0% | $4,425+1164.5% | $4,248+1217.1% |
| Participant deferral / active EE | $35,288 | $8,044+338.7% | $7,759+354.8% | $6,531+440.3% |
| Admin fee / account holder | $4,452 | $14,755-69.8% | $13,620-67.3% | $14,480-69.3% |