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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 | $972,322 | $95,415+919.0% | $185,851+423.2% | $85,851+1032.6% |
| Participation rate | 75.9% | 68.8%+7.1pp | 81.7%-5.8pp | 69.3%+6.5pp |
| Annual return | 17.06% | 23.59%-6.5pp | 122.11%-105.0pp | 318.63%-301.6pp |
| Employer contribution / active EE | $0 | $3,314-100.0% | $5,168-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $0 | $3,424-100.0% | $5,569-100.0% | $3,952-100.0% |
| Admin fee / account holder | $322,610 | $7,215+4371.6% | $16,245+1885.9% | $6,261+5052.7% |