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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 | $268,868 | $100,139+168.5% | $85,187+215.6% | $145,884+84.3% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 5.38% | 84.15%-78.8pp | 66.67%-61.3pp | 551.85%-546.5pp |
| Employer contribution / active EE | $65,286 | $3,238+1916.3% | $2,732+2289.3% | $4,662+1300.3% |
| Participant deferral / active EE | $55,237 | $5,296+943.1% | $4,525+1120.7% | $6,690+725.7% |
| Admin fee / account holder | $1,769 | $7,262-75.6% | $6,162-71.3% | $13,392-86.8% |