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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 | $362,430 | $160,070+126.4% | $147,117+146.4% | $145,897+148.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 0.68% | 98.69%-98.0pp | 420.54%-419.9pp | 552.29%-551.6pp |
| Employer contribution / active EE | $41,305 | $5,285+681.6% | $4,932+737.4% | $4,663+785.9% |
| Participant deferral / active EE | $0 | $8,419-100.0% | $8,065-100.0% | $6,689-100.0% |
| Admin fee / account holder | $27,804 | $15,035+84.9% | $12,993+114.0% | $13,390+107.6% |