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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 | $491,792 | $175,036+181.0% | $93,063+428.5% | - |
| Participation rate | 0.0% | 60.2%-60.2pp | 72.1%-72.1pp | - |
| Annual return | 14.08% | 15.04%-1.0pp | 34.15%-20.1pp | - |
| Employer contribution / active EE | $0 | $1,949-100.0% | $2,476-100.0% | - |
| Participant deferral / active EE | $0 | $3,720-100.0% | $3,958-100.0% | - |
| Admin fee / account holder | $17,859 | $23,923-25.4% | $6,033+196.0% | - |