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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 | $341,308 | $77,358+341.2% | $102,184+234.0% | $87,485+290.1% |
| Participation rate | 96.3% | 78.7%+17.6pp | 82.6%+13.7pp | 68.9%+27.4pp |
| Annual return | 2.11% | 41.11%-39.0pp | 31.58%-29.5pp | 26.06%-24.0pp |
| Employer contribution / active EE | $0 | $2,562-100.0% | $3,594-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $0 | $6,753-100.0% | $8,309-100.0% | $4,274-100.0% |
| Admin fee / account holder | $34,981 | $6,809+413.7% | $11,609+201.3% | $7,775+349.9% |