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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 | $260,198 | $112,184+131.9% | - | $145,884+78.4% |
| Participation rate | 100.0% | 68.9%+31.1pp | - | 80.3%+19.7pp |
| Annual return | 5.25% | 21.73%-16.5pp | - | 551.85%-546.6pp |
| Employer contribution / active EE | $0 | $5,728-100.0% | - | $4,662-100.0% |
| Participant deferral / active EE | $0 | $5,637-100.0% | - | $6,690-100.0% |
| Admin fee / account holder | $176,134 | $6,256+2715.4% | - | $13,392+1215.2% |