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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 | $332,885 | $174,379+90.9% | $152,093+118.9% | $138,895+139.7% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 7.38% | 74.86%-67.5pp | 66.36%-59.0pp | 145.39%-138.0pp |
| Employer contribution / active EE | $22,928 | $4,652+392.9% | $4,175+449.2% | $4,194+446.7% |
| Participant deferral / active EE | $60,922 | $6,159+889.1% | $5,451+1017.5% | $6,396+852.5% |
| Admin fee / account holder | $150,926 | $16,880+794.1% | $14,497+941.1% | $12,562+1101.4% |