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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 | $274,735 | $113,174+142.8% | - | $145,897+88.3% |
| Participation rate | 100.0% | 68.8%+31.2pp | - | 80.3%+19.7pp |
| Annual return | 5.60% | 21.70%-16.1pp | - | 552.29%-546.7pp |
| Employer contribution / active EE | $0 | $5,760-100.0% | - | $4,663-100.0% |
| Participant deferral / active EE | $0 | $5,566-100.0% | - | $6,689-100.0% |
| Admin fee / account holder | $34,670 | $6,302+450.1% | - | $13,390+158.9% |