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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 | $995,743 | $121,656+718.5% | $104,614+851.8% | $158,950+526.4% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | -13.90% | 465.51%-479.4pp | 340.56%-354.5pp | 302.91%-316.8pp |
| Employer contribution / active EE | $13,000 | $3,164+310.8% | $2,681+384.9% | $4,762+173.0% |
| Participant deferral / active EE | $26,000 | $4,177+522.4% | $3,739+595.3% | $5,983+334.6% |
| Admin fee / account holder | $24,003 | $7,775+208.7% | $6,464+271.4% | $11,248+113.4% |