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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 | $443,429 | $203,436+118.0% | $152,466+190.8% | $167,518+164.7% |
| Participation rate | 0.0% | 82.3%-82.3pp | 78.2%-78.2pp | 82.1%-82.1pp |
| Annual return | 6.92% | 13.80%-6.9pp | 757.33%-750.4pp | 478.71%-471.8pp |
| Employer contribution / active EE | $0 | $5,220-100.0% | $4,327-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $0 | $6,716-100.0% | $5,820-100.0% | $6,342-100.0% |
| Admin fee / account holder | $14,589 | $22,506-35.2% | $15,805-7.7% | $12,312+18.5% |