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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 | $526,409 | $81,727+544.1% | $58,534+799.3% | $139,427+277.6% |
| Participation rate | 100.0% | 61.3%+38.7pp | 50.9%+49.1pp | 80.3%+19.7pp |
| Annual return | 0.01% | 7422.38%-7422.4pp | 4248.32%-4248.3pp | 373.27%-373.3pp |
| Employer contribution / active EE | $0 | $1,399-100.0% | $1,054-100.0% | $4,752-100.0% |
| Participant deferral / active EE | $0 | $2,557-100.0% | $1,924-100.0% | $6,711-100.0% |
| Admin fee / account holder | $13,025 | $3,271+298.2% | $2,519+417.0% | $11,404+14.2% |