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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 | $162,136+198.6% | $152,301+217.8% | $154,746+212.8% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 7.24% | 91.02%-83.8pp | 80.50%-73.3pp | 172.34%-165.1pp |
| Employer contribution / active EE | $118,612 | $4,890+2325.5% | $4,624+2464.9% | $4,379+2608.6% |
| Participant deferral / active EE | $127,502 | $8,341+1428.6% | $8,004+1493.0% | $6,730+1794.4% |
| Admin fee / account holder | $204,822 | $15,759+1199.7% | $14,398+1322.6% | $14,365+1325.8% |