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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 | $432,566 | $183,592+135.6% | $155,574+178.0% | $145,877+196.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 8.66% | 61.37%-52.7pp | 64.87%-56.2pp | 551.28%-542.6pp |
| Employer contribution / active EE | $7,488 | $5,317+40.8% | $4,676+60.1% | $4,663+60.6% |
| Participant deferral / active EE | $27,785 | $6,466+329.7% | $5,629+393.6% | $6,691+315.3% |
| Admin fee / account holder | $2,976 | $19,316-84.6% | $15,914-81.3% | $13,402-77.8% |