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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 | $266,199 | $86,949+206.2% | $102,460+159.8% | $80,959+228.8% |
| Participation rate | 76.9% | 72.4%+4.5pp | 76.5%+0.4pp | 67.7%+9.3pp |
| Annual return | 8.19% | 18.89%-10.7pp | 29.47%-21.3pp | 35.67%-27.5pp |
| Employer contribution / active EE | $0 | $2,370-100.0% | $3,025-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $0 | $4,121-100.0% | $5,056-100.0% | $4,300-100.0% |
| Admin fee / account holder | $72,300 | $8,048+798.4% | $9,460+664.3% | $6,925+944.0% |