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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 | $346,231 | $198,217+74.7% | $114,563+202.2% | - |
| Participation rate | 0.0% | 59.1%-59.1pp | 72.9%-72.9pp | - |
| Annual return | 2.64% | 9.45%-6.8pp | 241.09%-238.5pp | - |
| Employer contribution / active EE | $0 | $1,858-100.0% | $2,592-100.0% | - |
| Participant deferral / active EE | $0 | $3,727-100.0% | $4,142-100.0% | - |
| Admin fee / account holder | $75,000 | $27,022+177.5% | $7,623+883.8% | - |