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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 | $1,045,175 | $154,228+577.7% | $145,433+618.7% | $137,256+661.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 12.39% | 74.59%-62.2pp | 66.58%-54.2pp | 220.34%-208.0pp |
| Employer contribution / active EE | $111,067 | $4,804+2212.0% | $4,554+2338.6% | $4,156+2572.4% |
| Participant deferral / active EE | $179,499 | $8,216+2084.6% | $7,897+2172.9% | $6,407+2701.7% |
| Admin fee / account holder | $712,624 | $14,344+4868.2% | $13,129+5327.9% | $12,270+5707.8% |