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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 | $422,127 | $92,798+354.9% | $96,707+336.5% | $137,256+207.5% |
| Participation rate | 100.0% | 81.6%+18.4pp | 80.4%+19.6pp | 80.0%+20.0pp |
| Annual return | 10.99% | 31.24%-20.2pp | 34.78%-23.8pp | 220.34%-209.3pp |
| Employer contribution / active EE | $24,428 | $4,147+489.0% | $4,191+482.8% | $4,156+487.8% |
| Participant deferral / active EE | $79,003 | $5,877+1244.4% | $5,997+1217.4% | $6,407+1133.1% |
| Admin fee / account holder | $22,734 | $7,946+186.1% | $7,503+203.0% | $12,270+85.3% |