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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 | $319,470 | $91,536+249.0% | $130,062+145.6% | $75,177+325.0% |
| Participation rate | 95.6% | 71.5%+24.1pp | 78.5%+17.0pp | 67.2%+28.4pp |
| Annual return | 7.87% | -631.62%+639.5pp | -137.37%+145.2pp | 160.75%-152.9pp |
| Employer contribution / active EE | $0 | $2,845-100.0% | $4,322-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $0 | $4,343-100.0% | $5,821-100.0% | $4,126-100.0% |
| Admin fee / account holder | $71,511 | $6,780+954.8% | $10,601+574.6% | $5,651+1165.4% |