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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 | $175,036+97.8% | $93,063+272.0% | - |
| Participation rate | 0.0% | 60.2%-60.2pp | 72.1%-72.1pp | - |
| Annual return | 2.64% | 15.04%-12.4pp | 34.15%-31.5pp | - |
| Employer contribution / active EE | $0 | $1,949-100.0% | $2,476-100.0% | - |
| Participant deferral / active EE | $0 | $3,720-100.0% | $3,958-100.0% | - |
| Admin fee / account holder | $75,000 | $23,923+213.5% | $6,033+1143.1% | - |