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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 | $72,426+325.5% | $67,560+356.1% | $145,897+111.2% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 6.22% | 7226.78%-7220.6pp | 3533.50%-3527.3pp | 552.29%-546.1pp |
| Employer contribution / active EE | $155,062 | $3,074+4943.7% | $2,737+5566.0% | $4,663+3225.6% |
| Participant deferral / active EE | $113,573 | $4,785+2273.5% | $4,004+2736.4% | $6,689+1597.8% |
| Admin fee / account holder | $4,618 | $5,514-16.2% | $3,994+15.6% | $13,390-65.5% |