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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 | $279,582 | $160,040+74.7% | $147,096+90.1% | $145,877+91.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 6.28% | 98.49%-92.2pp | 419.75%-413.5pp | 551.28%-545.0pp |
| Employer contribution / active EE | $6,233 | $5,289+17.8% | $4,936+26.3% | $4,663+33.7% |
| Participant deferral / active EE | $11,862 | $8,429+40.7% | $8,071+47.0% | $6,691+77.3% |
| Admin fee / account holder | $138,893 | $15,050+822.9% | $13,005+968.0% | $13,402+936.3% |