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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 | $308,140 | $72,396+325.6% | $67,511+356.4% | $145,959+111.1% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 6.22% | 7194.07%-7187.9pp | 3517.41%-3511.2pp | 561.95%-555.7pp |
| Employer contribution / active EE | $155,062 | $3,071+4949.8% | $2,733+5574.7% | $4,661+3226.9% |
| Participant deferral / active EE | $113,573 | $4,781+2275.3% | $4,000+2739.1% | $6,689+1598.0% |
| Admin fee / account holder | $4,618 | $5,538-16.6% | $3,999+15.5% | $13,398-65.5% |