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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 | $285,612 | $118,496+141.0% | $98,461+190.1% | $139,466+104.8% |
| Participation rate | 0.0% | 77.5%-77.5pp | 75.2%-75.2pp | 80.3%-80.3pp |
| Annual return | 0.27% | 18.96%-18.7pp | 21.17%-20.9pp | 373.66%-373.4pp |
| Employer contribution / active EE | $0 | $3,611-100.0% | $3,049-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $0 | $5,393-100.0% | $4,738-100.0% | $6,712-100.0% |
| Admin fee / account holder | $6,658 | $14,056-52.6% | $8,961-25.7% | $11,409-41.6% |