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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 | $286,314 | $169,161+69.3% | $129,295+121.4% | $145,959+96.2% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 7.09% | 14348.07%-14341.0pp | 9429.28%-9422.2pp | 561.95%-554.9pp |
| Employer contribution / active EE | $9,415 | $5,543+69.9% | $4,157+126.5% | $4,661+102.0% |
| Participant deferral / active EE | $0 | $4,989-100.0% | $4,169-100.0% | $6,689-100.0% |
| Admin fee / account holder | $902 | $9,878-90.9% | $7,665-88.2% | $13,398-93.3% |