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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 | $110,594+357.8% | $119,126+325.0% | - |
| Participation rate | 0.0% | 55.8%-55.8pp | 75.8%-75.8pp | - |
| Annual return | 3.47% | 13.60%-10.1pp | 282.11%-278.6pp | - |
| Employer contribution / active EE | $0 | $1,521-100.0% | $4,034-100.0% | - |
| Participant deferral / active EE | $0 | $4,274-100.0% | $5,318-100.0% | - |
| Admin fee / account holder | $20,403 | $7,930+157.3% | $10,693+90.8% | - |