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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 | $622,898 | $178,174+249.6% | $156,181+298.8% | $137,256+353.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 8.01% | 84.19%-76.2pp | 64.87%-56.9pp | 220.34%-212.3pp |
| Employer contribution / active EE | $5,056 | $4,972+1.7% | $4,294+17.7% | $4,156+21.7% |
| Participant deferral / active EE | $38,750 | $6,888+462.6% | $6,132+531.9% | $6,407+504.8% |
| Admin fee / account holder | $3,742 | $17,404-78.5% | $14,586-74.3% | $12,270-69.5% |