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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 | $591,856 | $190,916+210.0% | $160,037+269.8% | $134,545+339.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -8.74% | 552.79%-561.5pp | 408.95%-417.7pp | 418.37%-427.1pp |
| Employer contribution / active EE | $0 | $4,996-100.0% | $4,226-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $0 | $6,925-100.0% | $6,184-100.0% | $6,401-100.0% |
| Admin fee / account holder | $16,451 | $10,497+56.7% | $8,716+88.7% | $11,431+43.9% |