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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 | $494,284 | $154,193+220.6% | $130,045+280.1% | $139,466+254.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 8.18% | 32.51%-24.3pp | -137.30%+145.5pp | 373.66%-365.5pp |
| Employer contribution / active EE | $1,470 | $5,292-72.2% | $4,321-66.0% | $4,754-69.1% |
| Participant deferral / active EE | $30,000 | $6,709+347.2% | $5,820+415.5% | $6,712+347.0% |
| Admin fee / account holder | $10,643 | $13,989-23.9% | $10,600+0.4% | $11,409-6.7% |