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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $769,913 | $305,245+152.2% | $258,236+198.1% | $428,746+79.6% |
| Participation rate | 100.0% | 85.7%+14.3pp | 81.9%+18.1pp | 88.2%+11.8pp |
| Annual return | 15.70% | -5.74%+21.4pp | -3.31%+19.0pp | 331.92%-316.2pp |
| Employer contribution / active EE | $0 | $9,167-100.0% | $7,891-100.0% | $8,363-100.0% |
| Participant deferral / active EE | $0 | $5,791-100.0% | $5,237-100.0% | $5,961-100.0% |
| Admin fee / account holder | $50,375 | $16,482+205.6% | $14,475+248.0% | $31,735+58.7% |