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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 | $729,239 | $197,819+268.6% | $155,789+368.1% | $125,389+481.6% |
| Participation rate | 91.7% | 82.1%+9.6pp | 76.1%+15.6pp | 83.2%+8.5pp |
| Annual return | 0.89% | 86.73%-85.8pp | 71.54%-70.6pp | 282.24%-281.4pp |
| Employer contribution / active EE | $0 | $4,850-100.0% | $3,839-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $0 | $5,631-100.0% | $4,798-100.0% | $5,352-100.0% |
| Admin fee / account holder | $16,650 | $9,544+74.5% | $7,477+122.7% | $9,541+74.5% |