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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 | $13,717,952 | $405,731+3281.0% | $3,867,319+254.7% | $405,731+3281.0% |
| Participation rate | 100.0% | 91.9%+8.1pp | 100.0%0pp | 91.9%+8.1pp |
| Annual return | -5.14% | 4.30%-9.4pp | -11.90%+6.8pp | 4.30%-9.4pp |
| Employer contribution / active EE | $0 | $26,636-100.0% | $5,333-100.0% | $26,636-100.0% |
| Participant deferral / active EE | $0 | $5,788-100.0% | $0 | $5,788-100.0% |
| Admin fee / account holder | $736,789 | $12,997+5568.8% | $191,908+283.9% | $12,997+5568.8% |