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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 | $281,802 | $164,139+71.7% | $155,567+81.1% | - |
| Participation rate | 0.0% | 62.7%-62.7pp | 78.2%-78.2pp | - |
| Annual return | -1.81% | 19.45%-21.3pp | 64.74%-66.5pp | - |
| Employer contribution / active EE | $0 | $2,490-100.0% | $4,674-100.0% | - |
| Participant deferral / active EE | $0 | $2,914-100.0% | $5,628-100.0% | - |
| Admin fee / account holder | $1,101,943 | $96,217+1045.3% | $15,916+6823.3% | - |