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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 | $316,585 | $176,105+79.8% | $159,474+98.5% | $167,536+89.0% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 2.87% | 331.91%-329.0pp | 263.68%-260.8pp | 478.82%-475.9pp |
| Employer contribution / active EE | $14,330 | $5,299+170.4% | $4,831+196.6% | $4,839+196.1% |
| Participant deferral / active EE | $29,915 | $7,751+285.9% | $7,353+306.8% | $6,342+371.7% |
| Admin fee / account holder | $2,134 | $12,559-83.0% | $10,802-80.2% | $12,315-82.7% |