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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 | $99,921+169.1% | $85,009+216.3% | $145,959+84.2% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 5.38% | 83.89%-78.5pp | 66.47%-61.1pp | 561.95%-556.6pp |
| Employer contribution / active EE | $65,286 | $3,233+1919.5% | $2,728+2292.9% | $4,661+1300.7% |
| Participant deferral / active EE | $55,237 | $5,293+943.6% | $4,522+1121.6% | $6,689+725.8% |
| Admin fee / account holder | $1,769 | $7,252-75.6% | $6,153-71.2% | $13,398-86.8% |