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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 | $1,383,010 | $227,291+508.5% | $214,702+544.2% | $155,188+791.2% |
| Participation rate | 100.0% | 88.0%+12.0pp | 87.5%+12.5pp | 80.8%+19.2pp |
| Annual return | 7.49% | 60.08%-52.6pp | 54.55%-47.1pp | 148.84%-141.3pp |
| Employer contribution / active EE | $8,661 | $6,772+27.9% | $6,461+34.1% | $4,248+103.9% |
| Participant deferral / active EE | $14,345 | $9,582+49.7% | $9,147+56.8% | $6,531+119.6% |
| Admin fee / account holder | $96,626 | $20,413+373.4% | $19,830+387.3% | $14,480+567.3% |