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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 | $506,257 | $115,814+337.1% | $105,223+381.1% | - |
| Participation rate | 0.0% | 57.0%-57.0pp | 75.0%-75.0pp | - |
| Annual return | 3.47% | 16.00%-12.5pp | 180.65%-177.2pp | - |
| Employer contribution / active EE | $0 | $2,099-100.0% | $3,689-100.0% | - |
| Participant deferral / active EE | $0 | $3,710-100.0% | $5,072-100.0% | - |
| Admin fee / account holder | $20,403 | $7,174+184.4% | $8,859+130.3% | - |