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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 | $332,669 | $160,028+107.9% | $147,080+126.2% | $145,884+128.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 4.89% | 98.60%-93.7pp | 420.17%-415.3pp | 551.85%-547.0pp |
| Employer contribution / active EE | $72,022 | $5,286+1262.6% | $4,933+1359.9% | $4,662+1444.8% |
| Participant deferral / active EE | $128,238 | $8,422+1422.7% | $8,066+1489.8% | $6,690+1817.0% |
| Admin fee / account holder | $1,174 | $15,030-92.2% | $12,989-91.0% | $13,392-91.2% |