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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 | $484,066 | $155,555+211.2% | $146,866+229.6% | $155,188+211.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 7.24% | 115.41%-108.2pp | 102.85%-95.6pp | 148.84%-141.6pp |
| Employer contribution / active EE | $118,612 | $4,647+2452.6% | $4,425+2580.7% | $4,248+2692.3% |
| Participant deferral / active EE | $127,502 | $8,044+1485.0% | $7,759+1543.2% | $6,531+1852.2% |
| Admin fee / account holder | $204,822 | $14,755+1288.1% | $13,620+1403.8% | $14,480+1314.5% |