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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 | $276,292 | $91,198+203.0% | $178,503+54.8% | $79,856+246.0% |
| Participation rate | 77.9% | 69.2%+8.7pp | 81.9%-4.0pp | 69.6%+8.3pp |
| Annual return | 6.59% | 24.20%-17.6pp | 151.12%-144.5pp | 31.71%-25.1pp |
| Employer contribution / active EE | $0 | $3,257-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $0 | $3,237-100.0% | $5,202-100.0% | $3,741-100.0% |
| Admin fee / account holder | $3,831 | $6,748-43.2% | $13,987-72.6% | $5,306-27.8% |